SWM
DPG

SeaCrest Wealth Management’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

SeaCrest Wealth Management’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$202K Buy
2023
Q4 		– Sell
2023
Q3 		$165K Sell
2023
Q2 		$200K Buy
2023
Q1 		$274K Buy
2022
Q4 		$256K Buy
2022
Q3 		$228K Sell
2022
Q2 		$301K Sell
2022
Q1 		$438K Buy