Avidian Wealth Enterprises’s Dorchester Minerals DMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,170
| Closed | -$399K | – | 428 |
|
|
2023
Q1 | $399K | Buy |
13,170
+21
| +0.2% | +$636 | 0.02% | 332 |
|
|
2022
Q4 | $394K | Buy |
13,149
+3,348
| +34% | +$100K | 0.03% | 309 |
|
|
2022
Q3 | $245K | Buy |
9,801
+23
| +0.2% | +$575 | 0.02% | 366 |
|
|
2022
Q2 | $233K | Buy |
9,778
+19
| +0.2% | +$453 | 0.02% | 395 |
|
|
2022
Q1 | $253K | Buy |
+9,759
| New | +$253K | 0.02% | 409 |
|