LVW Advisors’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,305
| Closed | -$579K | – | 310 |
|
|
2024
Q2 | $579K | Buy |
7,305
+597
| +9% | +$47.3K | 0.08% | 147 |
|
|
2024
Q1 | $562K | Sell |
6,708
-218
| -3% | -$18.3K | 0.1% | 153 |
|
|
2023
Q4 | $597K | Sell |
6,926
-73
| -1% | -$6.29K | 0.11% | 137 |
|
|
2023
Q3 | $555K | Sell |
6,999
-621
| -8% | -$49.2K | 0.11% | 117 |
|
|
2023
Q2 | $638K | Sell |
7,620
-51
| -0.7% | -$4.27K | 0.12% | 108 |
|
|
2023
Q1 | $655K | Sell |
7,671
-61
| -0.8% | -$5.21K | 0.13% | 116 |
|
|
2022
Q4 | $545K | Buy |
7,732
+1,661
| +27% | +$117K | 0.11% | 135 |
|
|
2022
Q3 | $396K | Sell |
6,071
-91
| -1% | -$5.94K | 0.09% | 150 |
|
|
2022
Q2 | $441K | Buy |
+6,162
| New | +$441K | 0.09% | 146 |
|