Sequoia Financial Advisors’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 | $136K | Hold |
13,899
| – | – | ﹤0.01% | 1500 |
|
|
2025
Q1 | $137K | Buy |
+13,899
| New | +$137K | ﹤0.01% | 1290 |
|
|
2022
Q3 | – | Sell |
-10,014
| Closed | -$109K | – | 550 |
|
|
2022
Q2 | $109K | Buy |
+10,014
| New | +$109K | ﹤0.01% | 566 |
|
|
2022
Q1 | – | Sell |
-10,052
| Closed | -$109K | – | 681 |
|
|
2021
Q4 | $109K | Buy |
+10,052
| New | +$109K | ﹤0.01% | 570 |
|