Dogwood Wealth Management’s Arm ARM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-38
| Closed | -$4.06K | – | 697 |
|
2025
Q1 | $4.06K | Sell |
38
-64
| -63% | -$6.84K | ﹤0.01% | 259 |
|
2024
Q4 | $12.5K | Sell |
102
-100
| -50% | -$12.3K | 0.01% | 180 |
|
2024
Q3 | $28.8K | Sell |
202
-43
| -18% | -$6.14K | 0.02% | 130 |
|
2024
Q2 | $40K | Buy |
245
+43
| +21% | +$7.03K | 0.02% | 121 |
|
2024
Q1 | $25.2K | Buy |
+202
| New | +$25.2K | 0.02% | 149 |
|