Spire Wealth Management’s DNP Select Income Fund DNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9K | Hold |
2,539
| – | – | ﹤0.01% | 1432 |
|
|
2025
Q1 | $25.1K | Hold |
2,539
| – | – | ﹤0.01% | 1527 |
|
|
2024
Q4 | $22.4K | Hold |
2,539
| – | – | ﹤0.01% | 1589 |
|
|
2024
Q3 | $25.5K | Hold |
2,539
| – | – | ﹤0.01% | 1365 |
|
|
2024
Q2 | $20.9K | Hold |
2,539
| – | – | ﹤0.01% | 1428 |
|
|
2024
Q1 | $23K | Hold |
2,539
| – | – | ﹤0.01% | 1469 |
|
|
2023
Q4 | $21.7K | Hold |
2,539
| – | – | ﹤0.01% | 1508 |
|
|
2023
Q3 | $24.2K | Hold |
2,539
| – | – | ﹤0.01% | 1431 |
|
|
2023
Q2 | $26.6K | Hold |
2,539
| – | – | ﹤0.01% | 1464 |
|
|
2023
Q1 | $28K | Buy |
2,539
+700
| +38% | +$7.71K | ﹤0.01% | 1475 |
|
|
2022
Q4 | $21K | Hold |
1,839
| – | – | ﹤0.01% | 1349 |
|
|
2022
Q3 | $19K | Hold |
1,839
| – | – | ﹤0.01% | 1344 |
|
|
2022
Q2 | $20K | Hold |
1,839
| – | – | ﹤0.01% | 1670 |
|
|
2022
Q1 | $22K | Sell |
1,839
-5,148
| -74% | -$61.6K | ﹤0.01% | 1768 |
|
|
2021
Q4 | $76K | Buy |
6,987
+700
| +11% | +$7.61K | ﹤0.01% | 1527 |
|
|
2021
Q3 | $67K | Sell |
6,287
-17,552
| -74% | -$187K | ﹤0.01% | 1356 |
|
|
2021
Q2 | $249K | Buy |
23,839
+6,062
| +34% | +$63.3K | 0.01% | 855 |
|
|
2021
Q1 | $176K | Buy |
+17,777
| New | +$176K | ﹤0.01% | 1127 |
|