Sound View Wealth Advisors Group’s DNP Select Income Fund DNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $2.28M | Sell |
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|
2024
Q4 | $2.35M | Sell |
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|
2024
Q3 | $2.7M | Buy |
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|
2024
Q2 | $2.2M | Sell |
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|
2024
Q1 | $2.49M | Sell |
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|
2023
Q4 | $2.39M | Sell |
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|
2023
Q3 | $3.03M | Buy |
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|
2023
Q2 | $3.18M | Sell |
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|
2023
Q1 | $3.59M | Buy |
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|
2022
Q4 | $2.39M | Sell |
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|
2022
Q3 | $3.17M | Sell |
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|
2022
Q2 | $3.35M | Buy |
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|
2022
Q1 | $3.62M | Sell |
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|
2021
Q4 | $3.38M | Sell |
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|
2021
Q3 | $3.4M | Buy |
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|
2021
Q2 | $3.29M | Buy |
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|
2021
Q1 | $3.06M | Buy |
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|
2020
Q4 | $3.1M | Buy |
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|
2020
Q3 | $2.96M | Sell |
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|
2020
Q2 | $3.29M | Buy |
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|
2020
Q1 | $2.91M | Buy |
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|
2019
Q4 | $3.26M | Buy |
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|
2019
Q3 | $3.23M | Buy |
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|
2019
Q2 | $2.57M | Buy |
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