DWM
Dakota Wealth Management’s Grid Dynamics Holdings GDYN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $137K | Buy |
11,865
+503
| +4% | +$5.81K | ﹤0.01% | 749 |
|
2025
Q1 | $178K | Sell |
11,362
-1,361
| -11% | -$21.3K | ﹤0.01% | 719 |
|
2024
Q4 | $283K | Buy |
+12,723
| New | +$283K | 0.01% | 620 |
|
2023
Q3 | – | Sell |
-13,695
| Closed | -$127K | – | 669 |
|
2023
Q2 | $127K | Sell |
13,695
-430
| -3% | -$3.98K | 0.01% | 610 |
|
2023
Q1 | $162K | Buy |
14,125
+1,478
| +12% | +$16.9K | 0.01% | 578 |
|
2022
Q4 | $142K | Buy |
12,647
+1,007
| +9% | +$11.3K | 0.01% | 562 |
|
2022
Q3 | $218K | Buy |
+11,640
| New | +$218K | 0.02% | 479 |
|
2019
Q4 | – | Sell |
-25,825
| Closed | -$259K | – | 311 |
|
2019
Q3 | $259K | Hold |
25,825
| – | – | 0.04% | 252 |
|
2019
Q2 | $259K | Hold |
25,825
| – | – | 0.05% | 241 |
|
2019
Q1 | $255K | Buy |
+25,825
| New | +$255K | 0.05% | 253 |
|