JP Morgan Private Wealth Advisors’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $1.77M | Buy |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $296K | Sell |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $356K | Sell |
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|
2021
Q2 | $429K | Hold |
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|
2021
Q1 | $348K | Hold |
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|
2020
Q4 | $278K | Sell |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $568K | Buy |
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|
2020
Q1 | $364K | Buy |
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|
2019
Q4 | $537K | Hold |
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|
2019
Q3 | $513K | Buy |
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|
2019
Q2 | $492K | Sell |
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|
2019
Q1 | $553K | Sell |
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|
2018
Q4 | $477K | Buy |
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|
2018
Q3 | $555K | Sell |
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|
2018
Q2 | $652K | Buy |
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