Wealth Advisors of Tampa Bay’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Hold |
32,000
| – | – | 0.15% | 75 |
|
|
2025
Q1 | $391K | Hold |
32,000
| – | – | 0.16% | 72 |
|
|
2024
Q4 | $374K | Hold |
32,000
| – | – | 0.16% | 71 |
|
|
2024
Q3 | $376K | Hold |
32,000
| – | – | 0.16% | 73 |
|
|
2024
Q2 | $315K | Hold |
32,000
| – | – | 0.15% | 70 |
|
|
2024
Q1 | $306K | Hold |
32,000
| – | – | 0.15% | 69 |
|
|
2023
Q4 | $293K | Buy |
+32,000
| New | +$293K | 0.15% | 69 |
|