Meridian Wealth Partners’s Digital Media Solutions, Inc. DMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,537
| Closed | -$7.6K | – | 101 |
|
|
2023
Q2 | $7.6K | Hold |
1,537
| – | – | ﹤0.01% | 94 |
|
|
2023
Q1 | $25.8K | Buy |
+1,537
| New | +$26.3K | 0.01% | 94 |
|
|
2022
Q4 | – | Sell |
-1,615
| Closed | -$47K | – | 91 |
|
|
2022
Q3 | $47K | Buy |
1,615
+300
| +23% | +$6.78K | 0.01% | 84 |
|
|
2022
Q2 | $22K | Buy |
1,315
+200
| +18% | +$6.76K | 0.01% | 80 |
|
|
2022
Q1 | $61K | Buy |
1,115
+166
| +17% | +$10K | 0.01% | 83 |
|
|
2021
Q4 | $68K | Buy |
949
+167
| +21% | +$14.1K | 0.01% | 81 |
|
|
2021
Q3 | $85K | Hold |
782
| – | – | 0.02% | 75 |
|
|
2021
Q2 | $114K | Buy |
782
+33
| +4% | +$5.43K | 0.03% | 77 |
|
|
2021
Q1 | $137K | Buy |
749
+120
| +19% | +$21.8K | 0.04% | 87 |
|
|
2020
Q4 | $114K | Buy |
+629
| New | +$77K | 0.05% | 89 |
|