Dowling & Yahnke’s Pricesmart PSMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-4,233
Closed -$303K 384
2022
Q2
$303K Hold
4,233
0.01% 312
2022
Q1
$334K Hold
4,233
0.01% 302
2021
Q4
$310K Hold
4,233
0.01% 317
2021
Q3
$328K Buy
+4,233
New +$328K 0.02% 306