DWM
Dakota Wealth Management’s Spring Valley Acquisition Corp II SVII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,750
| Closed | -$244K | – | 787 |
|
|
2024
Q3 | $244K | Hold |
21,750
| – | – | 0.01% | 638 |
|
|
2024
Q2 | $242K | Hold |
21,750
| – | – | 0.01% | 626 |
|
|
2024
Q1 | $239K | Sell |
21,750
-9,800
| -31% | -$108K | 0.01% | 628 |
|
|
2023
Q4 | $341K | Hold |
31,550
| – | – | 0.01% | 485 |
|
|
2023
Q3 | $339K | Sell |
31,550
-1,500
| -5% | -$16.1K | 0.02% | 469 |
|
|
2023
Q2 | $348K | Hold |
33,050
| – | – | 0.02% | 448 |
|
|
2023
Q1 | $342K | Buy |
33,050
+21,750
| +192% | +$225K | 0.02% | 434 |
|
|
2022
Q4 | $114K | Buy |
+11,300
| New | +$114K | 0.01% | 573 |
|