DWM
Dorchester Wealth Management’s EchoStar SATS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-151,895
| Closed | -$2.54M | – | 164 |
|
|
2023
Q3 | $2.54M | Sell |
151,895
-179,440
| -54% | -$3.01M | 0.51% | 52 |
|
|
2023
Q2 | $5.75M | Buy |
331,335
+8,070
| +2% | +$140K | 1.17% | 32 |
|
|
2023
Q1 | $5.91M | Buy |
323,265
+71,155
| +28% | +$1.3M | 1.22% | 32 |
|
|
2022
Q4 | $4.21M | Sell |
252,110
-55,165
| -18% | -$920K | 1% | 37 |
|
|
2022
Q3 | $5.06M | Buy |
307,275
+14,295
| +5% | +$235K | 1.12% | 34 |
|
|
2022
Q2 | $5.66M | Buy |
292,980
+11,645
| +4% | +$225K | 1.13% | 32 |
|
|
2022
Q1 | $8.56M | Buy |
281,335
+14,615
| +5% | +$445K | 1.37% | 24 |
|
|
2021
Q4 | $7.03M | Buy |
266,720
+6,945
| +3% | +$183K | 1.39% | 23 |
|
|
2021
Q3 | $6.63M | Buy |
259,775
+7,115
| +3% | +$182K | 1.63% | 21 |
|
|
2021
Q2 | $6.14M | Buy |
252,660
+10,670
| +4% | +$259K | 1.41% | 26 |
|
|
2021
Q1 | $5.81M | Buy |
241,990
+8,300
| +4% | +$199K | 1.44% | 24 |
|
|
2020
Q4 | $4.95M | Buy |
+233,690
| New | +$4.95M | 1.31% | 29 |
|