SFS
DPG

Sowell Financial Services’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-27
Closed – – 1087
2021
Q1 		$0 Sell
27
-29
-52% -$380 ﹤0.01% 3145
2020
Q4 		$1K Sell
56
-1
-2% -$11 ﹤0.01% 2560
2020
Q3 		$1K Sell
57
-11
-16% -$123 ﹤0.01% 2344
2020
Q2 		$1K Sell
68
-14
-17% -$147 ﹤0.01% 2271
2020
Q1 		$1K Sell
82
-30
-27% -$414 ﹤0.01% 2217
2019
Q4 		$2K Sell
112
-14
-11% -$214 ﹤0.01% 2174
2019
Q3 		$2K Buy
+126
New +$1.96K ﹤0.01% 2057

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