HighTower Advisors’s Dakota Gold DC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20,267
| Closed | -$44.6K | – | 3541 |
|
|
2024
Q4 | $44.6K | Sell |
20,267
-21,118
| -51% | -$46.5K | ﹤0.01% | 3403 |
|
|
2024
Q3 | $98K | Sell |
41,385
-1
| -0% | -$2 | ﹤0.01% | 3288 |
|
|
2024
Q2 | $106K | Buy |
+41,386
| New | +$106K | ﹤0.01% | 3155 |
|
|
2024
Q1 | – | Sell |
-36,973
| Closed | -$96K | – | 3354 |
|
|
2023
Q4 | $96K | Hold |
36,973
| – | – | ﹤0.01% | 3167 |
|
|
2023
Q3 | $95K | Buy |
+36,973
| New | +$95K | ﹤0.01% | 3082 |
|