MorganRosel Wealth Management’s Dillards DDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,783
| Closed | -$856K | – | 98 |
|
|
2023
Q1 | $856K | Buy |
2,783
+477
| +21% | +$147K | 0.37% | 54 |
|
|
2022
Q4 | $745K | Buy |
+2,306
| New | +$745K | 0.34% | 60 |
|
|
2022
Q3 | – | Sell |
-4,044
| Closed | -$892K | – | 95 |
|
|
2022
Q2 | $892K | Sell |
4,044
-816
| -17% | -$180K | 0.48% | 38 |
|
|
2022
Q1 | $1.3M | Buy |
4,860
+249
| +5% | +$66.8K | 0.63% | 24 |
|
|
2021
Q4 | $1.13M | Sell |
4,611
-242
| -5% | -$59.3K | 0.55% | 31 |
|
|
2021
Q3 | $837K | Buy |
+4,853
| New | +$837K | 0.46% | 42 |
|