Meridian Wealth Management’s DNP Select Income Fund DNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $140K | Hold |
|
|||||
|
2025
Q2 | $137K | Hold |
|
|||||
|
2025
Q1 | $138K | Hold |
|
|||||
|
2024
Q4 | $123K | Hold |
|
|||||
|
2024
Q3 | $141K | Hold |
|
|||||
|
2024
Q2 | $115K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $164K | Sell |
|
|||||
|
2023
Q3 | $192K | Hold |
|
|||||
|
2023
Q2 | $211K | Hold |
|
|||||
|
2023
Q1 | $222K | Buy |
|
|||||
|
2022
Q4 | $137K | Hold |
|
|||||
|
2022
Q3 | $126K | Hold |
|
|||||
|
2022
Q2 | $132K | Hold |
|
|||||
|
2022
Q1 | $144K | Sell |
|
|||||
|
2021
Q4 | $140K | Hold |
|
|||||
|
2021
Q3 | $137K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $473 | Buy |
|