Edge Capital Group’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,000
| Closed | -$1.06M | – | 338 |
|
|
2024
Q3 | $1.06M | Sell |
35,000
-35,000
| -50% | -$1.06M | 0.05% | 159 |
|
|
2024
Q2 | $2.16M | Hold |
70,000
| – | – | 0.1% | 121 |
|
|
2024
Q1 | $2.36M | Hold |
70,000
| – | – | 0.12% | 118 |
|
|
2023
Q4 | $2.23M | Hold |
70,000
| – | – | 0.12% | 120 |
|
|
2023
Q3 | $2.03M | Sell |
70,000
-30,000
| -30% | -$872K | 0.13% | 118 |
|
|
2023
Q2 | $3M | Hold |
100,000
| – | – | 0.17% | 112 |
|
|
2023
Q1 | $3.03M | Sell |
100,000
-98,251
| -50% | -$2.98M | 0.19% | 101 |
|
|
2022
Q4 | $5.93M | Buy |
+198,251
| New | +$5.93M | 0.41% | 56 |
|