FSA
Fort Sheridan Advisors’s Dorchester Minerals DMLP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $384K | Sell |
13,794
-2,322
| -14% | -$64.7K | 0.05% | 186 |
|
2025
Q1 | $485K | Hold |
16,116
| – | – | 0.07% | 153 |
|
2024
Q4 | $537K | Hold |
16,116
| – | – | 0.08% | 148 |
|
2024
Q3 | $486K | Buy |
16,116
+1,000
| +7% | +$30.2K | 0.07% | 152 |
|
2024
Q2 | $466K | Hold |
15,116
| – | – | 0.08% | 153 |
|
2024
Q1 | $510K | Buy |
15,116
+2,647
| +21% | +$89.3K | 0.1% | 128 |
|
2023
Q4 | $397K | Buy |
+12,469
| New | +$397K | 0.08% | 143 |
|