DWM
Dakota Wealth Management’s AmeriServ Financial ASRV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,449
| Closed | -$31.6K | – | 655 |
|
|
2023
Q2 | $31.6K | Hold |
12,449
| – | – | ﹤0.01% | 632 |
|
|
2023
Q1 | $38K | Sell |
12,449
-13,000
| -51% | -$39.7K | ﹤0.01% | 609 |
|
|
2022
Q4 | $100K | Sell |
25,449
-10,536
| -29% | -$41.5K | 0.01% | 584 |
|
|
2022
Q3 | $137K | Buy |
+35,985
| New | +$137K | 0.01% | 531 |
|