Spire Wealth Management’s Delaware Investments Dividend & Income Fund, Inc. DDF Stock Holding History

Spire Wealth Management’s Portfolio DDF Stock Details DDF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-15,940	Closed	-$130K	–	2626
2022 Q4	$130K	Buy	15,940 +703	+5%	+$5.65K	0.01%	656
2022 Q3	$111K	Buy	15,237 +317	+2%	+$2.77K	0.01%	678
2022 Q2	$127K	Buy	14,920 +310	+2%	+$2.98K	0.01%	943
2022 Q1	$158K	Buy	14,610 +273	+2%	+$3K	﹤0.01%	988
2021 Q4	$168K	Buy	14,337 +619	+5%	+$6.92K	﹤0.01%	1169
2021 Q3	$151K	Sell	13,718 -176	-1%	-$1.93K	﹤0.01%	1031
2021 Q2	$157K	Buy	13,894 +239	+2%	+$2.68K	﹤0.01%	1022
2021 Q1	$142K	Buy	+13,655	New	+$133K	﹤0.01%	1224

Other funds holding DDF

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Spire Wealth Management's DDF Position: Q1 2023 in Review

Spire Wealth Management sold out of Delaware Investments Dividend & Income Fund, Inc. (DDF) in Q1 2023, closing a stake of 15,940 shares — an estimated $130K sold.

Spire Wealth Management first reported a position in DDF in Q1 2021 and held it in 8 quarters. The position peaked at $168K in Q4 2021. 1 fund tracked by Wall St. Rank holds DDF as of Q1 2023.

Spire Wealth Management reported no remaining Delaware Investments Dividend & Income Fund, Inc. position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 15,940 Delaware Investments Dividend & Income Fund, Inc. shares in Q1 2023, an estimated $130K.
Spire Wealth Management first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q1 2021 and held it in 8 quarters.
Spire Wealth Management's Delaware Investments Dividend & Income Fund, Inc. position peaked at $168K in Q4 2021.
1 fund tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.