Institute for Wealth Management’s Dillards DDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
818
-303
| -27% | -$127K | 0.04% | 400 |
|
|
2025
Q1 | $401K | Hold |
1,121
| – | – | 0.05% | 344 |
|
|
2024
Q4 | $484K | Hold |
1,121
| – | – | 0.06% | 288 |
|
|
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% | -$2.36K | 0.07% | 275 |
|
|
2023
Q4 | $454K | Hold |
1,126
| – | – | 0.07% | 286 |
|
|
2023
Q3 | $372K | Hold |
1,126
| – | – | 0.07% | 300 |
|
|
2023
Q2 | $367K | Hold |
1,126
| – | – | 0.06% | 314 |
|
|
2023
Q1 | $346K | Sell |
1,126
-170
| -13% | -$52.3K | 0.07% | 315 |
|
|
2022
Q4 | $419K | Sell |
1,296
-90
| -6% | -$29.1K | 0.09% | 284 |
|
|
2022
Q3 | $378K | Hold |
1,386
| – | – | 0.08% | 290 |
|
|
2022
Q2 | $306K | Hold |
1,386
| – | – | 0.06% | 386 |
|
|
2022
Q1 | $372K | Hold |
1,386
| – | – | 0.06% | 352 |
|
|
2021
Q4 | $340K | Hold |
1,386
| – | – | 0.06% | 350 |
|
|
2021
Q3 | $239K | Hold |
1,386
| – | – | 0.04% | 422 |
|
|
2021
Q2 | $251K | Buy |
+1,386
| New | +$251K | 0.04% | 416 |
|
|
2019
Q2 | – | Sell |
-2,800
| Closed | -$202K | – | 471 |
|
|
2019
Q1 | $202K | Buy |
+2,800
| New | +$202K | 0.04% | 413 |
|