Innova Wealth Partners’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,840
| Closed | -$238K | – | 100 |
|
|
2024
Q4 | $238K | Buy |
+1,840
| New | +$238K | 0.15% | 79 |
|
|
2024
Q3 | – | Sell |
-2,540
| Closed | -$232K | – | 93 |
|
|
2024
Q2 | $232K | Hold |
2,540
| – | – | 0.17% | 72 |
|
|
2024
Q1 | $245K | Sell |
2,540
-200
| -7% | -$19.3K | 0.19% | 65 |
|
|
2023
Q4 | $229K | Hold |
2,740
| – | – | 0.2% | 61 |
|
|
2023
Q3 | $208K | Hold |
2,740
| – | – | 0.19% | 54 |
|
|
2023
Q2 | $216K | Hold |
2,740
| – | – | 0.18% | 55 |
|
|
2023
Q1 | $236K | Sell |
2,740
-350
| -11% | -$30.2K | 0.21% | 42 |
|
|
2022
Q4 | $250K | Hold |
3,090
| – | – | 0.22% | 47 |
|
|
2022
Q3 | $254K | Hold |
3,090
| – | – | 0.23% | 37 |
|
|
2022
Q2 | $339K | Sell |
3,090
-1,315
| -30% | -$144K | 0.29% | 32 |
|
|
2022
Q1 | $419K | Sell |
4,405
-250
| -5% | -$23.8K | 0.3% | 35 |
|
|
2021
Q4 | $526K | Sell |
4,655
-510
| -10% | -$57.6K | 0.37% | 34 |
|
|
2021
Q3 | $489K | Sell |
5,165
-250
| -5% | -$23.7K | 0.39% | 34 |
|
|
2021
Q2 | $561K | Sell |
5,415
-500
| -8% | -$51.8K | 0.44% | 36 |
|
|
2021
Q1 | $607K | Sell |
5,915
-685
| -10% | -$70.3K | 0.52% | 33 |
|
|
2020
Q4 | $573K | Buy |
+6,600
| New | +$573K | 0.54% | 33 |
|