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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $503K | Hold |
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|
2025
Q2 | $342K | Sell |
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|
2025
Q1 | $401K | Hold |
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|
2024
Q4 | $484K | Hold |
|
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|
2024
Q3 | $430K | Hold |
|
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|
2024
Q2 | $494K | Hold |
|
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|
2024
Q1 | $529K | Sell |
|
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|
2023
Q4 | $454K | Hold |
|
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|
2023
Q3 | $372K | Hold |
|
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|
2023
Q2 | $367K | Hold |
|
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $419K | Sell |
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|
2022
Q3 | $378K | Hold |
|
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $372K | Hold |
|
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|
2021
Q4 | $340K | Hold |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $251K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $202K | Buy |
|