SWA
DPG

SOA Wealth Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

SOA Wealth Advisors’s Portfolio DPG Stock Details DPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,000
Closed -$9.83K – 845
2024
Q2 		$9.83K Buy
+1,000
New +$9.83K ﹤0.01% 542