DIM
Delta Investment Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
3,583
-474
| -12% | -$273K | 0.4% | 50 |
|
|
2025
Q1 | $2.29M | Sell |
4,057
-35
| -0.9% | -$19.8K | 0.46% | 43 |
|
|
2024
Q4 | $2.46M | Buy |
4,092
+80
| +2% | +$48K | 0.48% | 40 |
|
|
2024
Q3 | $2.34M | Sell |
4,012
-582
| -13% | -$339K | 0.48% | 40 |
|
|
2024
Q2 | $2.21M | Buy |
+4,594
| New | +$2.21M | 0.49% | 39 |
|