Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 12 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Duff & Phelps Utility & Infrastructure Fund Inc. | 11,612 | reported | 25 Aug 2025 | tx 5+10,700 |
| DNP SELECT INCOME FUND INC | 8,361 | reported | 26 Nov 2024 | tx 4+7,000 |
| DTF TAX-FREE INCOME INC | 6,652 | reported | 25 Aug 2025 | tx 4+6,406 |
| Duff & Phelps Select Energy MLP Fund Inc. | 0 | reported | 18 Jun 2021 | tx 9+12,000−1,710 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 25 Aug 2025 | PURCHASE | Duff & Phelps Utility & Infrastructure Fund Inc. | 1,200 | 12.77 USD | |
| 25 Aug 2025 | PURCHASE | DTF TAX-FREE INCOME INC | 1,400 | 11.34 USD | |
| 26 Nov 2024 | PURCHASE | Duff & Phelps Utility & Infrastructure Fund Inc. | 1,500 | 12.32 USD | |
| 26 Nov 2024 | PURCHASE | DNP SELECT INCOME FUND INC | 2,000 | 9.60 USD | |
| 09 Apr 2024 | PURCHASE | Duff & Phelps Utility & Infrastructure Fund Inc. | 3,000 | 9.42 USD | |
| 09 Apr 2024 | PURCHASE | DTF TAX-FREE INCOME INC | 6 | 10.77 USD | anomaly |
| 10 Apr 2024 | PURCHASE | DTF TAX-FREE INCOME INC | 2,500 | 10.70 USD | |
| 12 Dec 2023 | PURCHASE | DNP SELECT INCOME FUND INC | 3,000 | 8.30 USD | |
| 31 Jul 2023 | PURCHASE | Duff & Phelps Utility & Infrastructure Fund Inc. | 2,500 | 10.01 USD | |
| 16 Jun 2023 | PURCHASE | Duff & Phelps Utility & Infrastructure Fund Inc. | 2,500 | 10.08 USD | |
| 24 Mar 2023 | PURCHASE | DTF TAX-FREE INCOME INC | 2,500 | 10.96 USD | first after silence |
| 04 Aug 2021 | PURCHASE | DNP SELECT INCOME FUND INC | 1,000 | 10.57 USD | first after silence |
| 18 Jun 2021 | SALE | Duff & Phelps Select Energy MLP Fund Inc. | 1,710 | 9.37 USD | |
| 30 Aug 2018 | PURCHASE | Duff & Phelps Select Energy MLP Fund Inc. | 1,300 | 5.92 USD | |
| 27 Jun 2018 | PURCHASE | Duff & Phelps Select Energy MLP Fund Inc. | 2,000 | 5.51 USD | first after silence |
| 05 Jul 2016 | PURCHASE | DNP SELECT INCOME FUND INC | 1,000 | 10.63 USD | first after silence |
| 06 Sept 2016 | PURCHASE | Duff & Phelps Select Energy MLP Fund Inc. | 3,000 | 7.69 USD | |
| 30 Dec 2014 | PURCHASE | Duff & Phelps Select Energy MLP Fund Inc. | 1,500 | 13.92 USD | |
| 23 Dec 2014 | PURCHASE | Duff & Phelps Select Energy MLP Fund Inc. | 1,000 | 14.45 USD | |
| 16 Oct 2014 | PURCHASE | Duff & Phelps Select Energy MLP Fund Inc. | 1,500 | 16.24 USD | |
| 29 Sept 2014 | PURCHASE | Duff & Phelps Select Energy MLP Fund Inc. | 700 | 17.15 USD | |
| 25 Aug 2014 | PURCHASE | Duff & Phelps Select Energy MLP Fund Inc. | 1,000 | 18.99 USD |
4 purchases reported after at least 12 months of silence — most recent on 24 Mar 2023.