Dynamic Advisor Solutions’s Information Services Group III Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-43,580
| Closed | -$128K | – | 959 |
|
|
2024
Q2 | $128K | Buy |
43,580
+19,960
| +85% | +$58.7K | ﹤0.01% | 903 |
|
|
2024
Q1 | $95.4K | Buy |
+23,620
| New | +$95.4K | ﹤0.01% | 903 |
|
|
2023
Q4 | – | Sell |
-11,200
| Closed | -$49.1K | – | 910 |
|
|
2023
Q3 | $49.1K | Hold |
11,200
| – | – | ﹤0.01% | 825 |
|
|
2023
Q2 | $60K | Buy |
+11,200
| New | +$60K | ﹤0.01% | 784 |
|