CIA
Choate Investment Advisors’s Dorchester Minerals DMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
8,418
| – | – | 0.01% | 374 |
|
|
2025
Q1 | $253K | Hold |
8,418
| – | – | 0.01% | 352 |
|
|
2024
Q4 | $281K | Hold |
8,418
| – | – | 0.01% | 342 |
|
|
2024
Q3 | $254K | Hold |
8,418
| – | – | 0.01% | 336 |
|
|
2024
Q2 | $260K | Hold |
8,418
| – | – | 0.01% | 326 |
|
|
2024
Q1 | $284K | Hold |
8,418
| – | – | 0.01% | 339 |
|
|
2023
Q4 | $268K | Hold |
8,418
| – | – | 0.01% | 320 |
|
|
2023
Q3 | $245K | Hold |
8,418
| – | – | 0.01% | 319 |
|
|
2023
Q2 | $252K | Hold |
8,418
| – | – | 0.01% | 258 |
|
|
2023
Q1 | $255K | Hold |
8,418
| – | – | 0.01% | 238 |
|
|
2022
Q4 | $252K | Hold |
8,418
| – | – | 0.02% | 237 |
|
|
2022
Q3 | $210K | Hold |
8,418
| – | – | 0.01% | 238 |
|
|
2022
Q2 | $201K | Hold |
8,418
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $218K | Buy |
+8,418
| New | +$218K | 0.01% | 281 |
|
|
2016
Q1 | – | Sell |
-8,418
| Closed | -$215K | – | 254 |
|
|
2015
Q4 | $215K | Buy |
+8,418
| New | +$215K | 0.02% | 245 |
|
|
2015
Q1 | – | Sell |
-8,418
| Closed | -$215K | – | 261 |
|
|
2014
Q4 | $215K | Hold |
8,418
| – | – | 0.01% | 247 |
|
|
2014
Q3 | $249K | Hold |
8,418
| – | – | 0.02% | 231 |
|
|
2014
Q2 | $257K | Hold |
8,418
| – | – | 0.02% | 237 |
|
|
2014
Q1 | $221K | Hold |
8,418
| – | – | 0.01% | 257 |
|
|
2013
Q4 | $219K | Sell |
8,418
-2,643
| -24% | -$68.7K | 0.01% | 249 |
|
|
2013
Q3 | $264K | Hold |
11,061
| – | – | 0.02% | 224 |
|
|
2013
Q2 | $271K | Buy |
+11,061
| New | +$271K | 0.02% | 220 |
|