Moneta Group Investment Advisors’s Distribution Solutions Group DSGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,984
| Closed | -$208K | – | 252 |
|
|
2019
Q4 | $208K | Buy |
+7,984
| New | +$208K | 0.02% | 237 |
|
|
2018
Q2 | – | Sell |
-8,000
| Closed | -$101K | – | 451 |
|
|
2018
Q1 | $101K | Hold |
8,000
| – | – | 0.01% | 243 |
|
|
2017
Q4 | $99K | Buy |
+8,000
| New | +$99K | 0.02% | 238 |
|
|
2015
Q4 | – | Sell |
-8,000
| Closed | -$87K | – | 212 |
|
|
2015
Q3 | $87K | Buy |
+8,000
| New | +$87K | 0.02% | 185 |
|