HBK Sorce Advisory’s Dole DOLE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-40,000
| Closed | -$41K | – | 657 |
|
2022
Q4 | $41K | Buy |
40,000
+20,000
| +100% | +$20.5K | ﹤0.01% | 748 |
|
2022
Q3 | $21K | Sell |
20,000
-43,122
| -68% | -$45.3K | ﹤0.01% | 567 |
|
2022
Q2 | $534K | Buy |
63,122
+38,075
| +152% | +$322K | 0.04% | 229 |
|
2022
Q1 | $311K | Buy |
25,047
+12,397
| +98% | +$154K | 0.02% | 391 |
|
2021
Q4 | $168K | Buy |
+12,650
| New | +$168K | 0.01% | 565 |
|