WealthPLAN Partners’s DNP Select Income Fund DNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,000
| Closed | -$10.5K | – | 504 |
|
|
2023
Q2 | $10.5K | Hold |
1,000
| – | – | ﹤0.01% | 787 |
|
|
2023
Q1 | $11K | Buy |
+1,000
| New | +$11K | ﹤0.01% | 837 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$2.17K | – | 240 |
|
|
2017
Q1 | $2.17K | Buy |
+200
| New | +$2.17K | 0.01% | 405 |
|
|
2016
Q3 | $18K | Sell |
1,795
-796
| -31% | -$7.98K | 0.01% | 501 |
|
|
2016
Q2 | $18.9K | Buy |
+2,591
| New | +$18.9K | ﹤0.01% | 1434 |
|
|
2015
Q4 | $8.74K | Buy |
+975
| New | +$8.74K | ﹤0.01% | 1190 |
|