Carson Wealth (CWM LLC)’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
20,541
+19,451
| +1,784% | +$542K | ﹤0.01% | 1533 |
|
|
2025
Q1 | $33K | Buy |
1,090
+250
| +30% | +$7.57K | ﹤0.01% | 3307 |
|
|
2024
Q4 | $28K | Hold |
840
| – | – | ﹤0.01% | 3213 |
|
|
2024
Q3 | $25K | Hold |
840
| – | – | ﹤0.01% | 3216 |
|
|
2024
Q2 | $26K | Hold |
840
| – | – | ﹤0.01% | 2938 |
|
|
2024
Q1 | $28K | Hold |
840
| – | – | ﹤0.01% | 2667 |
|
|
2023
Q4 | $27K | Hold |
840
| – | – | ﹤0.01% | 2571 |
|
|
2023
Q3 | $24K | Hold |
840
| – | – | ﹤0.01% | 2554 |
|
|
2023
Q2 | $25K | Sell |
840
-500
| -37% | -$14.9K | ﹤0.01% | 2471 |
|
|
2023
Q1 | $41K | Hold |
1,340
| – | – | ﹤0.01% | 2006 |
|
|
2022
Q4 | $40K | Hold |
1,340
| – | – | ﹤0.01% | 1871 |
|
|
2022
Q3 | $33K | Hold |
1,340
| – | – | ﹤0.01% | 1878 |
|
|
2022
Q2 | $32K | Buy |
1,340
+500
| +60% | +$11.9K | ﹤0.01% | 1845 |
|
|
2022
Q1 | $22K | Hold |
840
| – | – | ﹤0.01% | 2010 |
|
|
2021
Q4 | $17K | Buy |
+840
| New | +$17K | ﹤0.01% | 2062 |
|
|
2021
Q2 | $14K | Hold |
840
| – | – | ﹤0.01% | 1951 |
|
|
2021
Q1 | $14K | Hold |
840
| – | – | ﹤0.01% | 1951 |
|
|
2020
Q4 | $14K | Hold |
840
| – | – | ﹤0.01% | 1951 |
|
|
2020
Q3 | $14K | Hold |
840
| – | – | ﹤0.01% | 1951 |
|
|
2020
Q2 | $14K | Hold |
840
| – | – | ﹤0.01% | 1951 |
|
|
2020
Q1 | $14K | Hold |
840
| – | – | ﹤0.01% | 1951 |
|
|
2019
Q4 | $14K | Hold |
840
| – | – | ﹤0.01% | 1951 |
|
|
2019
Q3 | $14K | Hold |
840
| – | – | ﹤0.01% | 1951 |
|
|
2019
Q2 | $14K | Hold |
840
| – | – | ﹤0.01% | 1951 |
|
|
2019
Q1 | $14K | Buy |
+840
| New | +$14K | ﹤0.01% | 1951 |
|