Baker Tilly Wealth Management’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q3 | $339K | Buy |
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2025
Q2 | $353K | Buy |
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2025
Q1 | $372K | Buy |
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2024
Q4 | $403K | Buy |
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2024
Q3 | $316K | Buy |
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2024
Q2 | $316K | Buy |
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2024
Q1 | $337K | Buy |
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2023
Q4 | $271K | Hold |
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2023
Q3 | $247K | Hold |
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2023
Q2 | $255K | Hold |
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2023
Q1 | $257K | Hold |
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2022
Q4 | $254K | Hold |
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2022
Q3 | $212K | Buy |
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