Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$1K | – | 2502 |
|
|
2022
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 2165 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2061 |
|
|
2022
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2486 |
|
|
2022
Q1 | – | Sell |
-2,533
| Closed | -$37K | – | 2612 |
|
|
2021
Q4 | $37K | Buy |
+2,533
| New | +$37K | ﹤0.01% | 1853 |
|
|
2021
Q2 | – | Sell |
-2,533
| Closed | -$33K | – | 2670 |
|
|
2021
Q1 | $33K | Buy |
+2,533
| New | +$33K | ﹤0.01% | 1931 |
|