Focused Wealth Management’s DoorDash DASH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,100
| Closed | -$120K | – | 215 |
|
2024
Q2 | $120K | Buy |
+1,100
| New | +$120K | 0.02% | 158 |
|
2024
Q1 | – | Sell |
-1,100
| Closed | -$109K | – | 332 |
|
2023
Q4 | $109K | Hold |
1,100
| – | – | 0.02% | 191 |
|
2023
Q3 | $87.4K | Hold |
1,100
| – | – | 0.02% | 214 |
|
2023
Q2 | $84.1K | Buy |
+1,100
| New | +$84.1K | 0.02% | 230 |
|
2023
Q1 | – | Sell |
-7
| Closed | -$342 | – | 1035 |
|
2022
Q4 | $342 | Buy |
+7
| New | +$342 | ﹤0.01% | 943 |
|