Sard Wealth Management Group’s DNP Select Income Fund DNP Stock Holding History

Sard Wealth Management Group’s Portfolio DNP Stock Details DNP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$202K	Sell
2025 Q2	$198K	Buy
2025 Q1	$200K	Buy
2024 Q4	$178K	Buy
2024 Q3	$203K	Buy
2024 Q2	$166K	Buy
2024 Q1	–	Sell
2023 Q4	$171K	Buy