BTWM
Baker Tilly Wealth Management’s Dorchester Minerals DMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Buy |
12,676
+313
| +3% | +$8.72K | 0.13% | 169 |
|
|
2025
Q1 | $372K | Buy |
12,363
+279
| +2% | +$8.39K | 0.15% | 152 |
|
|
2024
Q4 | $403K | Buy |
12,084
+1,613
| +15% | +$53.8K | 0.16% | 147 |
|
|
2024
Q3 | $316K | Buy |
10,471
+234
| +2% | +$7.06K | 0.14% | 173 |
|
|
2024
Q2 | $316K | Buy |
10,237
+237
| +2% | +$7.31K | 0.13% | 190 |
|
|
2024
Q1 | $337K | Buy |
10,000
+1,500
| +18% | +$50.6K | 0.06% | 326 |
|
|
2023
Q4 | $271K | Hold |
8,500
| – | – | 0.04% | 403 |
|
|
2023
Q3 | $247K | Hold |
8,500
| – | – | 0.04% | 400 |
|
|
2023
Q2 | $255K | Hold |
8,500
| – | – | 0.03% | 479 |
|
|
2023
Q1 | $257K | Hold |
8,500
| – | – | 0.03% | 476 |
|
|
2022
Q4 | $254K | Hold |
8,500
| – | – | 0.03% | 464 |
|
|
2022
Q3 | $212K | Buy |
+8,500
| New | +$212K | 0.03% | 466 |
|