IFP Advisors’s DMC Global BOOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$17 | – | 4530 |
|
|
2025
Q1 | – | Hold |
0
| – | -$15 | – | 4184 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4490 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$4K | – | 3483 |
|
|
2022
Q4 | $4K | Sell |
100
-139
| -58% | -$5.56K | ﹤0.01% | 3859 |
|
|
2022
Q3 | $10K | Buy |
239
+100
| +72% | +$4.18K | ﹤0.01% | 3621 |
|
|
2022
Q2 | $6K | Hold |
139
| – | – | ﹤0.01% | 3663 |
|
|
2022
Q1 | $6K | Hold |
139
| – | – | ﹤0.01% | 3663 |
|
|
2021
Q4 | $6K | Hold |
139
| – | – | ﹤0.01% | 2360 |
|
|
2021
Q3 | $5K | Hold |
139
| – | – | ﹤0.01% | 2476 |
|
|
2021
Q2 | $8K | Hold |
139
| – | – | ﹤0.01% | 2271 |
|
|
2021
Q1 | $8K | Buy |
+139
| New | +$8K | ﹤0.01% | 2194 |
|
|
2018
Q2 | – | Sell |
-800
| Closed | -$20K | – | 3828 |
|
|
2018
Q1 | $20K | Hold |
800
| – | – | ﹤0.01% | 2381 |
|
|
2017
Q4 | $20K | Buy |
+800
| New | +$20K | ﹤0.01% | 2379 |
|