WLPWM
DPG
Walled Lake Planning & Wealth Management’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-41
| Closed | -$1K | – | 325 |
|
|
2020
Q4 | $1K | Sell |
41
-39
| -49% | -$951 | ﹤0.01% | 296 |
|
|
2020
Q3 | $1K | Buy |
80
+3
| +4% | +$38 | ﹤0.01% | 310 |
|
|
2020
Q2 | $1K | Buy |
77
+2
| +3% | +$26 | ﹤0.01% | 303 |
|
|
2020
Q1 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 291 |
|