DWM
SBC

Dakota Wealth Management’s SBC Medical Group Holdings Incorporated Common Stock SBC Stock Holding History

Dakota Wealth Management’s Portfolio SBC Stock Details SBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-71,600
Closed -$746K – 669
2023
Q1 		$746K Hold
71,600
– – 0.05% 282
2022
Q4 		$730K Buy
71,600
+59,100
+473% +$603K 0.05% 269
2022
Q3 		$125K Buy
+12,500
New +$125K 0.01% 536