Concord Wealth Partners’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12
| Closed | -$951 | – | 868 |
|
|
2023
Q3 | $951 | Hold |
12
| – | – | ﹤0.01% | 947 |
|
|
2023
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 949 |
|
|
2023
Q1 | $1.03K | Sell |
12
-13
| -52% | -$1.11K | ﹤0.01% | 894 |
|
|
2022
Q4 | $1.76K | Buy |
+25
| New | +$1.76K | ﹤0.01% | 963 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$1K | – | 395 |
|
|
2022
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1118 |
|
|
2022
Q1 | $1K | Sell |
12
-30
| -71% | -$2.5K | ﹤0.01% | 1188 |
|
|
2021
Q4 | $4K | Buy |
42
+30
| +250% | +$2.86K | ﹤0.01% | 981 |
|
|
2021
Q3 | $1K | Sell |
12
-30
| -71% | -$2.5K | ﹤0.01% | 818 |
|
|
2021
Q2 | $4K | Sell |
42
-47
| -53% | -$4.48K | ﹤0.01% | 760 |
|
|
2021
Q1 | $9K | Buy |
+89
| New | +$9K | ﹤0.01% | 594 |
|