DWM
Dakota Wealth Management’s SPS Commerce SPSC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
1,714
+34
| +2% | +$4.63K | ﹤0.01% | 684 |
|
|
2025
Q1 | $223K | Buy |
1,680
+583
| +53% | +$77.4K | 0.01% | 686 |
|
|
2024
Q4 | $202K | Buy |
1,097
+29
| +3% | +$5.34K | ﹤0.01% | 710 |
|
|
2024
Q3 | $207K | Sell |
1,068
-27
| -2% | -$5.24K | ﹤0.01% | 674 |
|
|
2024
Q2 | $206K | Sell |
1,095
-96
| -8% | -$18.1K | ﹤0.01% | 655 |
|
|
2024
Q1 | $220K | Sell |
1,191
-86
| -7% | -$15.9K | 0.01% | 649 |
|
|
2023
Q4 | $248K | Sell |
1,277
-1,591
| -55% | -$308K | 0.01% | 556 |
|
|
2023
Q3 | $489K | Buy |
2,868
+1,453
| +103% | +$248K | 0.02% | 406 |
|
|
2023
Q2 | $272K | Sell |
1,415
-19
| -1% | -$3.65K | 0.01% | 503 |
|
|
2023
Q1 | $218K | Buy |
+1,434
| New | +$218K | 0.01% | 544 |
|