BPA
Beacon Pointe Advisors’s Dorchester Minerals DMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.14M | Buy |
+40,809
| New | +$1.14M | 0.01% | 630 |
|
2025
Q1 | – | Sell |
-46,453
| Closed | -$1.55M | – | 1201 |
|
2024
Q4 | $1.55M | Buy |
46,453
+10,006
| +27% | +$334K | 0.02% | 524 |
|
2024
Q3 | $1.1M | Buy |
36,447
+8,690
| +31% | +$262K | 0.01% | 608 |
|
2024
Q2 | $856K | Sell |
27,757
-8,594
| -24% | -$265K | 0.01% | 687 |
|
2024
Q1 | $1.23M | Buy |
36,351
+1,382
| +4% | +$46.6K | 0.01% | 631 |
|
2023
Q4 | $1.11M | Buy |
34,969
+17,415
| +99% | +$554K | 0.01% | 624 |
|
2023
Q3 | $510K | Buy |
+17,554
| New | +$510K | 0.01% | 858 |
|