Independent Solutions Wealth Management’s Digimarc DMRC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,208
| Closed | -$232K | – | 176 |
|
2024
Q4 | $232K | Buy |
+6,208
| New | +$232K | 0.05% | 160 |
|
2024
Q3 | – | Sell |
-6,808
| Closed | -$211K | – | 170 |
|
2024
Q2 | $211K | Buy |
+6,808
| New | +$211K | 0.05% | 164 |
|
2024
Q1 | – | Sell |
-7,038
| Closed | -$254K | – | 174 |
|
2023
Q4 | $254K | Sell |
7,038
-400
| -5% | -$14.4K | 0.07% | 148 |
|
2023
Q3 | $242K | Sell |
7,438
-371
| -5% | -$12.1K | 0.06% | 175 |
|
2023
Q2 | $230K | Buy |
+7,809
| New | +$230K | 0.06% | 197 |
|
2022
Q2 | – | Sell |
-9,581
| Closed | -$253K | – | 230 |
|
2022
Q1 | $253K | Sell |
9,581
-176
| -2% | -$4.64K | 0.06% | 192 |
|
2021
Q4 | $385K | Buy |
9,757
+80
| +0.8% | +$3.16K | 0.09% | 158 |
|
2021
Q3 | $333K | Sell |
9,677
-119
| -1% | -$4.1K | 0.08% | 171 |
|
2021
Q2 | $328K | Buy |
9,796
+889
| +10% | +$29.8K | 0.08% | 166 |
|
2021
Q1 | $264K | Buy |
8,907
+931
| +12% | +$27.6K | 0.07% | 161 |
|
2020
Q4 | $377K | Sell |
7,976
-2,892
| -27% | -$137K | 0.12% | 127 |
|
2020
Q3 | $243K | Sell |
10,868
-6,557
| -38% | -$146K | 0.09% | 148 |
|
2020
Q2 | $279K | Buy |
+17,425
| New | +$279K | 0.12% | 126 |
|