Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $42.8K | Hold |
4,850
| – | – | 0.01% | 310 |
|
|
2024
Q3 | $48.7K | Hold |
4,850
| – | – | 0.01% | 309 |
|
|
2024
Q2 | $39.9K | Hold |
4,850
| – | – | 0.01% | 318 |
|
|
2024
Q1 | $44K | Hold |
4,850
| – | – | 0.01% | 307 |
|
|
2023
Q4 | $41.1K | Hold |
4,850
| – | – | 0.01% | 307 |
|
|
2023
Q3 | $46.2K | Hold |
4,850
| – | – | 0.01% | 292 |
|
|
2023
Q2 | $50.8K | Hold |
4,850
| – | – | 0.01% | 287 |
|
|
2023
Q1 | $53.4K | Hold |
4,850
| – | – | 0.01% | 280 |
|
|
2022
Q4 | $54.6K | Hold |
4,850
| – | – | 0.01% | 269 |
|
|
2022
Q3 | $51K | Hold |
4,850
| – | – | 0.01% | 278 |
|
|
2022
Q2 | $53K | Hold |
4,850
| – | – | 0.01% | 271 |
|
|
2022
Q1 | $57K | Hold |
4,850
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $53K | Hold |
4,850
| – | – | 0.01% | 284 |
|
|
2021
Q3 | $52K | Hold |
4,850
| – | – | 0.01% | 256 |
|
|
2021
Q2 | $51K | Hold |
4,850
| – | – | 0.01% | 263 |
|
|
2021
Q1 | $48 | Hold |
4,850
| – | – | 0.01% | 273 |
|
|
2020
Q4 | $50K | Hold |
4,850
| – | – | 0.02% | 252 |
|
|
2020
Q3 | $49K | Hold |
4,850
| – | – | 0.02% | 239 |
|
|
2020
Q2 | $53K | Hold |
4,850
| – | – | 0.02% | 225 |
|
|
2020
Q1 | $47K | Hold |
4,850
| – | – | 0.02% | 226 |
|
|
2019
Q4 | $62K | Buy |
+4,850
| New | +$62K | 0.03% | 228 |
|