Almanack Investment Partners’s Digital Media Solutions, Inc. DMS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-2,825
| Closed | -$47K | – | 977 |
|
2022
Q2 | $47K | Hold |
2,825
| – | – | ﹤0.01% | 449 |
|
2022
Q1 | $154K | Hold |
2,825
| – | – | 0.01% | 465 |
|
2021
Q4 | $203K | Sell |
2,825
-6
| -0.2% | -$431 | 0.02% | 472 |
|
2021
Q3 | $308K | Sell |
2,831
-124
| -4% | -$13.5K | 0.03% | 367 |
|
2021
Q2 | $429K | Hold |
2,955
| – | – | 0.04% | 260 |
|
2021
Q1 | $543K | Hold |
2,955
| – | – | 0.06% | 217 |
|
2020
Q4 | $534K | Hold |
2,955
| – | – | 0.06% | 195 |
|
2020
Q3 | $337K | Buy |
+2,955
| New | +$337K | 0.04% | 282 |
|