Cassady Schiller Wealth Management’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $9.76K | Hold |
125
| – | – | ﹤0.01% | 346 |
|
2024
Q3 | $9.57K | Hold |
125
| – | – | ﹤0.01% | 321 |
|
2024
Q2 | $9.9K | Hold |
125
| – | – | ﹤0.01% | 315 |
|
2024
Q1 | $10.5K | Hold |
125
| – | – | ﹤0.01% | 331 |
|
2023
Q4 | $10.8K | Hold |
125
| – | – | 0.01% | 319 |
|
2023
Q3 | $9.91K | Hold |
125
| – | – | 0.01% | 332 |
|
2023
Q2 | $10.5K | Hold |
125
| – | – | 0.01% | 334 |
|
2023
Q1 | $10.7K | Hold |
125
| – | – | 0.01% | 320 |
|
2022
Q4 | $8.82K | Buy |
+125
| New | +$8.82K | 0.01% | 327 |
|
2022
Q1 | – | Sell |
-125
| Closed | -$12K | – | 232 |
|
2021
Q4 | $12K | Buy |
+125
| New | +$12K | 0.01% | 304 |
|