Oliver Lagore Vanvalin Investment Group’s DNP Select Income Fund DNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.2K | Buy |
+6,488
| New | +$64.2K | 0.03% | 220 |
|
|
2024
Q4 | $118K | Buy |
13,383
+6,895
| +106% | +$60.8K | 0.03% | 164 |
|
|
2024
Q3 | $65.1K | Hold |
6,488
| – | – | 0.02% | 221 |
|
|
2024
Q2 | $53.3K | Hold |
6,488
| – | – | 0.02% | 232 |
|
|
2024
Q1 | $58.8K | Sell |
6,488
-1,000
| -13% | -$9.07K | 0.02% | 228 |
|
|
2023
Q4 | $63.5K | Hold |
7,488
| – | – | 0.02% | 196 |
|
|
2023
Q3 | $71.3K | Sell |
7,488
-2,661
| -26% | -$25.3K | 0.03% | 197 |
|
|
2023
Q2 | $106K | Buy |
10,149
+3,181
| +46% | +$33.3K | 0.04% | 166 |
|
|
2023
Q1 | $76.8K | Hold |
6,968
| – | – | 0.03% | 155 |
|
|
2022
Q4 | $78.4K | Buy |
6,968
+2,400
| +53% | +$27K | 0.04% | 140 |
|
|
2022
Q3 | $47K | Buy |
4,568
+2,150
| +89% | +$22.1K | 0.03% | 176 |
|
|
2022
Q2 | $26K | Buy |
+2,418
| New | +$26K | 0.02% | 233 |
|