United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $184K | Sell |
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|
2024
Q4 | $166K | Buy |
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|
2024
Q3 | $187K | Sell |
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|
2024
Q2 | $171K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $156K | Sell |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $325K | Sell |
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|
2022
Q3 | $413K | Sell |
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|
2022
Q2 | $500K | Buy |
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|
2022
Q1 | $438K | Buy |
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|
2021
Q4 | $397K | Sell |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $381K | Buy |
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|
2020
Q4 | $186K | Buy |
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|
2020
Q3 | $126K | Buy |
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|
2020
Q2 | $135K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $145K | Buy |
|