KWM
Kolinsky Wealth Management’s Dime Community Bancshares DCOM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,031
| Closed | -$205K | – | 141 |
|
|
2023
Q1 | $205K | Sell |
9,031
-3,000
| -25% | -$68.1K | 0.22% | 120 |
|
|
2022
Q4 | $383K | Sell |
12,031
-3,150
| -21% | -$100K | 0.44% | 55 |
|
|
2022
Q3 | $444K | Hold |
15,181
| – | – | 0.56% | 35 |
|
|
2022
Q2 | $450K | Hold |
15,181
| – | – | 0.53% | 36 |
|
|
2022
Q1 | $525K | Hold |
15,181
| – | – | 0.52% | 36 |
|
|
2021
Q4 | $534K | Buy |
+15,181
| New | +$534K | 0.49% | 36 |
|