MWPCG
DNI

Measured Wealth Private Client Group’s Dividend and Income Fund DNI Stock Holding History

Measured Wealth Private Client Group’s Portfolio DNI Stock Details DNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-35,880
Closed -$365K – 150
2020
Q2 		$365K Hold
35,880
– – 0.21% 63
2020
Q1 		$315K Hold
35,880
– – 0.25% 57
2019
Q4 		$483K Hold
35,880
– – 0.32% 48
2019
Q3 		$429K Hold
35,880
– – 0.28% 62
2019
Q2 		$414K Buy
+35,880
New +$414K 0.24% 84