Sugarloaf Wealth Management’s DNP Select Income Fund DNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $42.8K | Hold |
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|
2024
Q3 | $48.7K | Hold |
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|
2024
Q2 | $39.9K | Hold |
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|
2024
Q1 | $44K | Hold |
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|
2023
Q4 | $41.1K | Hold |
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|
2023
Q3 | $46.2K | Hold |
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|
2023
Q2 | $50.8K | Hold |
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|
2023
Q1 | $53.4K | Hold |
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|
2022
Q4 | $54.6K | Hold |
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|
2022
Q3 | $51K | Hold |
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|
2022
Q2 | $53K | Hold |
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|
2022
Q1 | $57K | Hold |
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|
2021
Q4 | $53K | Hold |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $48 | Hold |
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|
2020
Q4 | $50K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $53K | Hold |
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|
2020
Q1 | $47K | Hold |
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|
2019
Q4 | $62K | Buy |
|