J.P. Morgan Private Wealth Advisors’s Dorchester Minerals DMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $266K | Hold |
9,170
| – | – | ﹤0.01% | 1528 |
|
|
2023
Q2 | $275K | Sell |
9,170
-49,200
| -84% | -$1.47M | ﹤0.01% | 1272 |
|
|
2023
Q1 | $1.77M | Buy |
58,370
+48,375
| +484% | +$1.47M | ﹤0.01% | 929 |
|
|
2022
Q4 | $299K | Sell |
9,995
-1,415
| -12% | -$42.4K | ﹤0.01% | 1665 |
|
|
2022
Q3 | $285K | Hold |
11,410
| – | – | ﹤0.01% | 1670 |
|
|
2022
Q2 | $272K | Hold |
11,410
| – | – | ﹤0.01% | 1697 |
|
|
2022
Q1 | $296K | Sell |
11,410
-6,805
| -37% | -$177K | ﹤0.01% | 1750 |
|
|
2021
Q4 | $360K | Sell |
18,215
-345
| -2% | -$6.82K | ﹤0.01% | 1671 |
|
|
2021
Q3 | $356K | Sell |
18,560
-6,895
| -27% | -$132K | ﹤0.01% | 1637 |
|
|
2021
Q2 | $429K | Hold |
25,455
| – | – | ﹤0.01% | 1536 |
|
|
2021
Q1 | $348K | Hold |
25,455
| – | – | ﹤0.01% | 1465 |
|
|
2020
Q4 | $278K | Sell |
25,455
-14,121
| -36% | -$154K | ﹤0.01% | 1531 |
|
|
2020
Q3 | $409K | Sell |
39,576
-4,845
| -11% | -$50.1K | ﹤0.01% | 1236 |
|
|
2020
Q2 | $568K | Buy |
44,421
+5,330
| +14% | +$68.2K | ﹤0.01% | 1035 |
|
|
2020
Q1 | $364K | Buy |
39,091
+11,585
| +42% | +$108K | ﹤0.01% | 1056 |
|
|
2019
Q4 | $537K | Hold |
27,506
| – | – | ﹤0.01% | 1025 |
|
|
2019
Q3 | $513K | Buy |
27,506
+615
| +2% | +$11.5K | ﹤0.01% | 994 |
|
|
2019
Q2 | $492K | Sell |
26,891
-3,415
| -11% | -$62.5K | ﹤0.01% | 994 |
|
|
2019
Q1 | $553K | Sell |
30,306
-2,286
| -7% | -$41.7K | ﹤0.01% | 987 |
|
|
2018
Q4 | $477K | Buy |
32,592
+5,370
| +20% | +$78.6K | ﹤0.01% | 988 |
|
|
2018
Q3 | $555K | Sell |
27,222
-4,450
| -14% | -$90.7K | ﹤0.01% | 1033 |
|
|
2018
Q2 | $652K | Buy |
+31,672
| New | +$652K | ﹤0.01% | 913 |
|