Integrated Wealth Concepts’s DHT Holdings DHT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-118,371
| Closed | -$773K | – | 993 |
|
2021
Q3 | $773K | Buy |
118,371
+14,191
| +14% | +$92.7K | 0.03% | 466 |
|
2021
Q2 | $676K | Sell |
104,180
-95,777
| -48% | -$621K | 0.02% | 457 |
|
2021
Q1 | $1.19M | Buy |
199,957
+46,481
| +30% | +$276K | 0.05% | 267 |
|
2020
Q4 | $803K | Buy |
153,476
+22,690
| +17% | +$119K | 0.04% | 290 |
|
2020
Q3 | $675K | Buy |
+130,786
| New | +$675K | 0.04% | 286 |
|