Capital Directions Investment Advisors’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,693
| Closed | -$90K | – | 102 |
|
|
2021
Q3 | $90K | Hold |
4,693
| – | – | 0.03% | 96 |
|
|
2021
Q2 | $79K | Buy |
+4,693
| New | +$79K | 0.02% | 96 |
|
|
2021
Q1 | – | Sell |
-4,693
| Closed | -$51K | – | 226 |
|
|
2020
Q4 | $51K | Hold |
4,693
| – | – | 0.02% | 113 |
|
|
2020
Q3 | $48K | Hold |
4,693
| – | – | 0.02% | 112 |
|
|
2020
Q2 | $60K | Hold |
4,693
| – | – | 0.02% | 98 |
|
|
2020
Q1 | $44K | Hold |
4,693
| – | – | 0.02% | 115 |
|
|
2019
Q4 | $92K | Hold |
4,693
| – | – | 0.03% | 94 |
|
|
2019
Q3 | $88K | Buy |
+4,693
| New | +$88K | 0.03% | 90 |
|