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DNI

WealthPLAN Partners’s Dividend and Income Fund DNI Stock Holding History

WealthPLAN Partners’s Portfolio DNI Stock Details DNI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
2020
Q3 		$2.04M Buy
2020
Q2 		$2.26M Sell
2020
Q1 		$1.8M Buy
2019
Q4 		$2.27M Sell
2019
Q3 		$2.34M Sell
2019
Q2 		$2.15M Buy
2019
Q1 		$2.17M Sell
2018
Q4 		$2.21M Buy