Wealthspan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
20,882
-1,232
| -6% | -$12.1K | 0.08% | 112 |
|
|
2025
Q1 | $219K | Buy |
22,114
+163
| +0.7% | +$1.61K | 0.1% | 104 |
|
|
2024
Q4 | $194K | Sell |
21,951
-3,091
| -12% | -$27.3K | 0.09% | 106 |
|
|
2024
Q3 | $251K | Sell |
25,042
-6,463
| -21% | -$64.9K | 0.12% | 93 |
|
|
2024
Q2 | $259K | Sell |
31,505
-11,371
| -27% | -$93.5K | 0.14% | 88 |
|
|
2024
Q1 | $389K | Buy |
+42,876
| New | +$389K | 0.23% | 67 |
|