Dynamic Advisor Solutions’s Research Solutions RSSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
282,702
+99,009
| +54% | +$284K | 0.03% | 500 |
|
|
2025
Q1 | $478K | Buy |
183,693
+1,111
| +0.6% | +$2.89K | 0.02% | 595 |
|
|
2024
Q4 | $758K | Sell |
182,582
-4,540
| -2% | -$18.8K | 0.03% | 364 |
|
|
2024
Q3 | $511K | Buy |
187,122
+14,950
| +9% | +$40.8K | 0.02% | 613 |
|
|
2024
Q2 | $439K | Buy |
172,172
+50,655
| +42% | +$129K | 0.01% | 657 |
|
|
2024
Q1 | $384K | Sell |
121,517
-6,870
| -5% | -$21.7K | 0.01% | 680 |
|
|
2023
Q4 | $353K | Sell |
128,387
-898
| -0.7% | -$2.47K | 0.01% | 671 |
|
|
2023
Q3 | $323K | Buy |
129,285
+520
| +0.4% | +$1.3K | 0.02% | 636 |
|
|
2023
Q2 | $263K | Buy |
128,765
+4,685
| +4% | +$9.56K | 0.01% | 661 |
|
|
2023
Q1 | $249K | Buy |
124,080
+1,019
| +0.8% | +$2.05K | 0.01% | 642 |
|
|
2022
Q4 | $236K | Buy |
123,061
+4,126
| +3% | +$7.92K | 0.02% | 616 |
|
|
2022
Q3 | $243K | Buy |
118,935
+3,930
| +3% | +$8.03K | 0.02% | 580 |
|
|
2022
Q2 | $205K | Buy |
115,005
+56,380
| +96% | +$100K | 0.02% | 647 |
|
|
2022
Q1 | $125K | Buy |
58,625
+9,271
| +19% | +$19.8K | 0.01% | 700 |
|
|
2021
Q4 | $121K | Buy |
49,354
+5,890
| +14% | +$14.4K | 0.01% | 700 |
|
|
2021
Q3 | $114K | Hold |
43,464
| – | – | 0.01% | 718 |
|
|
2021
Q2 | $124K | Buy |
43,464
+200
| +0.5% | +$571 | 0.01% | 702 |
|
|
2021
Q1 | $100K | Buy |
+43,264
| New | +$100K | 0.01% | 642 |
|