Dynamic Advisor Solutions’s Research Solutions RSSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $811K | Buy |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $758K | Sell |
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|
2024
Q3 | $511K | Buy |
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|
2024
Q2 | $439K | Buy |
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|
2024
Q1 | $384K | Sell |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $125K | Buy |
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|
2021
Q4 | $121K | Buy |
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|
2021
Q3 | $114K | Hold |
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|
2021
Q2 | $124K | Buy |
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|
2021
Q1 | $100K | Buy |
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