Institute for Wealth Management’s Dillards DDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$469K	Hold	819	–	–	0.05%	337
2025 Q4	$497K	Buy	819 +1	+0.1%	+$630	0.05%	320
2025 Q3	$503K	Hold	818	–	–	0.05%	324
2025 Q2	$342K	Sell	818 -303	-27%	-$113K	0.04%	401
2025 Q1	$401K	Hold	1,121	–	–	0.05%	345
2024 Q4	$484K	Hold	1,121	–	–	0.06%	289
2024 Q3	$430K	Hold	1,121	–	–	0.05%	327
2024 Q2	$494K	Hold	1,121	–	–	0.07%	283
2024 Q1	$529K	Sell	1,121 -5	-0.4%	-$2.05K	0.07%	279
2023 Q4	$454K	Hold	1,126	–	–	0.07%	290
2023 Q3	$372K	Hold	1,126	–	–	0.07%	306
2023 Q2	$367K	Hold	1,126	–	–	0.06%	321
2023 Q1	$346K	Sell	1,126 -170	-13%	-$60.4K	0.07%	320
2022 Q4	$419K	Sell	1,296 -90	-6%	-$29.3K	0.09%	290
2022 Q3	$378K	Hold	1,386	–	–	0.08%	290
2022 Q2	$306K	Hold	1,386	–	–	0.06%	388
2022 Q1	$372K	Hold	1,386	–	–	0.06%	356
2021 Q4	$340K	Hold	1,386	–	–	0.06%	350
2021 Q3	$239K	Hold	1,386	–	–	0.04%	425
2021 Q2	$251K	Buy	+1,386	New	+$179K	0.04%	416
2019 Q2	–	Sell	-2,800	Closed	-$202K	–	473
2019 Q1	$202K	Buy	+2,800	New	+$193K	0.04%	413