DWM
WEL
Dakota Wealth Management’s Integrated Wellness Acquisition Corp WEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,225
| Closed | -$276K | – | 709 |
|
|
2023
Q3 | $276K | Sell |
25,225
-5,800
| -19% | -$63.6K | 0.01% | 504 |
|
|
2023
Q2 | $332K | Sell |
31,025
-19,100
| -38% | -$205K | 0.02% | 459 |
|
|
2023
Q1 | $526K | Hold |
50,125
| – | – | 0.04% | 356 |
|
|
2022
Q4 | $517K | Sell |
50,125
-1,125
| -2% | -$11.6K | 0.04% | 345 |
|
|
2022
Q3 | $518K | Hold |
51,250
| – | – | 0.04% | 330 |
|
|
2022
Q2 | $511K | Hold |
51,250
| – | – | 0.05% | 277 |
|
|
2022
Q1 | $511K | Buy |
+51,250
| New | +$511K | 0.04% | 283 |
|