KWM
Kingsview Wealth Management’s Dorchester Minerals DMLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Sell |
206,385
-30,920
| -13% | -$861K | 0.1% | 218 |
|
|
2025
Q1 | $7.14M | Sell |
237,305
-16,449
| -6% | -$495K | 0.13% | 165 |
|
|
2024
Q4 | $8.46M | Sell |
253,754
-10,359
| -4% | -$345K | 0.16% | 137 |
|
|
2024
Q3 | $7.96M | Sell |
264,113
-11,731
| -4% | -$354K | 0.17% | 130 |
|
|
2024
Q2 | $8.51M | Sell |
275,844
-29,058
| -10% | -$896K | 0.2% | 102 |
|
|
2024
Q1 | $10.3M | Sell |
304,902
-12,265
| -4% | -$414K | 0.26% | 78 |
|
|
2023
Q4 | $10.1M | Sell |
317,167
-7,768
| -2% | -$247K | 0.3% | 72 |
|
|
2023
Q3 | $9.44M | Sell |
324,935
-18,454
| -5% | -$536K | 0.34% | 66 |
|
|
2023
Q2 | $10.3M | Sell |
343,389
-41,470
| -11% | -$1.24M | 0.4% | 52 |
|
|
2023
Q1 | $11.7M | Sell |
384,859
-41,497
| -10% | -$1.26M | 0.49% | 43 |
|
|
2022
Q4 | $12.8M | Sell |
426,356
-2,001
| -0.5% | -$59.9K | 0.55% | 34 |
|
|
2022
Q3 | $10.7M | Sell |
428,357
-26,358
| -6% | -$658K | 0.51% | 40 |
|
|
2022
Q2 | $10.8M | Buy |
454,715
+66,490
| +17% | +$1.59M | 0.52% | 37 |
|
|
2022
Q1 | $10.1M | Sell |
388,225
-97,173
| -20% | -$2.52M | 0.44% | 48 |
|
|
2021
Q4 | $9.61M | Sell |
485,398
-66,806
| -12% | -$1.32M | 0.4% | 50 |
|
|
2021
Q3 | $10.6M | Buy |
+552,204
| New | +$10.6M | 0.5% | 35 |
|