Axxcess Wealth Management’s Dolby DLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,043
| Closed | -$241K | – | 900 |
|
|
2024
Q2 | $241K | Sell |
3,043
-172
| -5% | -$13.6K | 0.01% | 727 |
|
|
2024
Q1 | $269K | Sell |
3,215
-36
| -1% | -$3.02K | 0.01% | 701 |
|
|
2023
Q4 | $280K | Sell |
3,251
-94
| -3% | -$8.1K | 0.01% | 662 |
|
|
2023
Q3 | $265K | Buy |
3,345
+324
| +11% | +$25.7K | 0.01% | 631 |
|
|
2023
Q2 | $253K | Sell |
3,021
-264
| -8% | -$22.1K | 0.02% | 495 |
|
|
2023
Q1 | $281K | Buy |
3,285
+1
| +0% | +$85 | 0.02% | 494 |
|
|
2022
Q4 | $232K | Buy |
+3,284
| New | +$232K | 0.02% | 514 |
|