MWM
Moran Wealth Management’s Dillards DDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,389
| Closed | -$9.14M | – | 397 |
|
|
2024
Q1 | $9.14M | Sell |
19,389
-712
| -4% | -$336K | 0.3% | 113 |
|
|
2023
Q4 | $8.11M | Sell |
20,101
-842
| -4% | -$340K | 0.29% | 116 |
|
|
2023
Q3 | $6.93M | Buy |
20,943
+253
| +1% | +$83.7K | 0.27% | 130 |
|
|
2023
Q2 | $6.75M | Buy |
20,690
+1,268
| +7% | +$414K | 0.25% | 139 |
|
|
2023
Q1 | $5.98M | Buy |
19,422
+7,144
| +58% | +$2.2M | 0.23% | 141 |
|
|
2022
Q4 | $3.97M | Buy |
+12,278
| New | +$3.97M | 0.15% | 172 |
|