Dynamic Advisor Solutions’s Iteris, Inc. ITI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-184,464
| Closed | -$799K | – | 1016 |
|
|
2024
Q2 | $799K | Buy |
184,464
+11,247
| +6% | +$48.7K | 0.03% | 507 |
|
|
2024
Q1 | $856K | Buy |
173,217
+3,860
| +2% | +$19.1K | 0.03% | 474 |
|
|
2023
Q4 | $810K | Sell |
169,357
-7,035
| -4% | -$33.6K | 0.03% | 463 |
|
|
2023
Q3 | $730K | Buy |
176,392
+5,996
| +4% | +$24.8K | 0.03% | 429 |
|
|
2023
Q2 | $675K | Buy |
170,396
+350
| +0.2% | +$1.39K | 0.04% | 428 |
|
|
2023
Q1 | $798K | Sell |
170,046
-23,109
| -12% | -$108K | 0.05% | 369 |
|
|
2022
Q4 | $601K | Buy |
193,155
+14,296
| +8% | +$44.5K | 0.04% | 399 |
|
|
2022
Q3 | $531K | Buy |
178,859
+3,990
| +2% | +$11.8K | 0.04% | 378 |
|
|
2022
Q2 | $505K | Buy |
174,869
+22,311
| +15% | +$64.4K | 0.04% | 398 |
|
|
2022
Q1 | $455K | Buy |
152,558
+26,735
| +21% | +$79.7K | 0.03% | 455 |
|
|
2021
Q4 | $503K | Buy |
125,823
+37,025
| +42% | +$148K | 0.04% | 421 |
|
|
2021
Q3 | $469K | Buy |
88,798
+15,359
| +21% | +$81.1K | 0.04% | 465 |
|
|
2021
Q2 | $488K | Buy |
73,439
+2,000
| +3% | +$13.3K | 0.04% | 440 |
|
|
2021
Q1 | $441K | Buy |
71,439
+14,800
| +26% | +$91.4K | 0.04% | 409 |
|
|
2020
Q4 | $320K | Buy |
56,639
+10,140
| +22% | +$57.3K | 0.03% | 473 |
|
|
2020
Q3 | $191K | Buy |
+46,499
| New | +$191K | 0.02% | 536 |
|