Sowell Financial Services’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-27
| Closed | – | – | 1087 |
|
2021
Q1 | $0 | Sell |
27
-29
| -52% | – | ﹤0.01% | 3145 |
|
2020
Q4 | $1K | Sell |
56
-1
| -2% | -$18 | ﹤0.01% | 2560 |
|
2020
Q3 | $1K | Sell |
57
-11
| -16% | -$193 | ﹤0.01% | 2344 |
|
2020
Q2 | $1K | Sell |
68
-14
| -17% | -$206 | ﹤0.01% | 2271 |
|
2020
Q1 | $1K | Sell |
82
-30
| -27% | -$366 | ﹤0.01% | 2217 |
|
2019
Q4 | $2K | Sell |
112
-14
| -11% | -$250 | ﹤0.01% | 2174 |
|
2019
Q3 | $2K | Buy |
+126
| New | +$2K | ﹤0.01% | 2057 |
|