Waverly Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Waverly Advisors’s Portfolio DPG Stock Details DPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$130K	Sell
2024 Q4	$144K	Sell
2024 Q3	$148K	Sell
2024 Q2	$126K	Sell
2024 Q1	$138K	Buy