IAA
Independent Advisor Alliance’s Dorchester Minerals DMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Buy |
74,200
+3,850
| +5% | +$107K | 0.06% | 270 |
|
|
2025
Q1 | $2.12M | Sell |
70,350
-2,140
| -3% | -$64.4K | 0.07% | 246 |
|
|
2024
Q4 | $2.42M | Sell |
72,490
-850
| -1% | -$28.3K | 0.03% | 463 |
|
|
2024
Q3 | $2.21M | Buy |
73,340
+1,000
| +1% | +$30.2K | 0.08% | 209 |
|
|
2024
Q2 | $2.23M | Buy |
72,340
+2,500
| +4% | +$77.1K | 0.08% | 206 |
|
|
2024
Q1 | $2.36M | Buy |
69,840
+2,740
| +4% | +$92.4K | 0.09% | 196 |
|
|
2023
Q4 | $2.14M | Sell |
67,100
-1,700
| -2% | -$54.1K | 0.08% | 200 |
|
|
2023
Q3 | $2M | Sell |
68,800
-40
| -0.1% | -$1.16K | 0.09% | 195 |
|
|
2023
Q2 | $2.06M | Hold |
68,840
| – | – | 0.09% | 185 |
|
|
2023
Q1 | $2.09M | Sell |
68,840
-160
| -0.2% | -$4.85K | 0.1% | 183 |
|
|
2022
Q4 | $2.07K | Hold |
69,000
| – | – | ﹤0.01% | 250 |
|
|
2022
Q3 | $1.72M | Buy |
69,000
+2,500
| +4% | +$62.5K | 0.1% | 191 |
|
|
2022
Q2 | $1.59M | Sell |
66,500
-1,300
| -2% | -$31K | 0.09% | 190 |
|
|
2022
Q1 | $1.76M | Sell |
67,800
-7,500
| -10% | -$195K | 0.08% | 204 |
|
|
2021
Q4 | $1.49M | Sell |
75,300
-6,235
| -8% | -$123K | 0.07% | 212 |
|
|
2021
Q3 | $1.56M | Hold |
81,535
| – | – | 0.09% | 188 |
|
|
2021
Q2 | $1.37M | Sell |
81,535
-2,500
| -3% | -$42.1K | 0.08% | 215 |
|
|
2021
Q1 | $1.15M | Hold |
84,035
| – | – | 0.07% | 231 |
|
|
2020
Q4 | $917K | Sell |
84,035
-3,500
| -4% | -$38.2K | 0.06% | 227 |
|
|
2020
Q3 | $904K | Buy |
87,535
+2,250
| +3% | +$23.2K | 0.07% | 199 |
|
|
2020
Q2 | $1.09M | Buy |
85,285
+10,850
| +15% | +$139K | 0.12% | 142 |
|
|
2020
Q1 | $693K | Buy |
74,435
+21,273
| +40% | +$198K | 0.1% | 166 |
|
|
2019
Q4 | $1.04M | Hold |
53,162
| – | – | 0.05% | 354 |
|
|
2019
Q3 | $991K | Hold |
53,162
| – | – | 0.12% | 159 |
|
|
2019
Q2 | $973K | Hold |
53,162
| – | – | 0.14% | 147 |
|
|
2019
Q1 | $971K | Hold |
53,162
| – | – | 0.14% | 146 |
|
|
2018
Q4 | $778K | Buy |
53,162
+2,385
| +5% | +$34.9K | 0.14% | 147 |
|
|
2018
Q3 | $1.01M | Sell |
50,777
-685
| -1% | -$13.6K | 0.18% | 119 |
|
|
2018
Q2 | $1.06M | Buy |
51,462
+6,515
| +14% | +$134K | 0.22% | 106 |
|
|
2018
Q1 | $755K | Buy |
44,947
+3,000
| +7% | +$50.4K | 0.17% | 142 |
|
|
2017
Q4 | $646K | Buy |
+41,947
| New | +$646K | 0.14% | 157 |
|