NewEdge Advisors’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-204
| Closed | -$6.16K | – | 3933 |
|
|
2024
Q3 | $6.16K | Buy |
204
+4
| +2% | +$121 | ﹤0.01% | 3091 |
|
|
2024
Q2 | $6.16K | Buy |
200
+5
| +3% | +$154 | ﹤0.01% | 3024 |
|
|
2024
Q1 | $6.57K | Buy |
195
+6
| +3% | +$202 | ﹤0.01% | 3044 |
|
|
2023
Q4 | $6K | Sell |
189
-670
| -78% | -$21.3K | ﹤0.01% | 3062 |
|
|
2023
Q3 | $25K | Buy |
859
+4
| +0.5% | +$116 | ﹤0.01% | 2321 |
|
|
2023
Q2 | $25.6K | Hold |
855
| – | – | ﹤0.01% | 2307 |
|
|
2023
Q1 | $25.9K | Hold |
855
| – | – | ﹤0.01% | 2244 |
|
|
2022
Q4 | $26 | Buy |
+855
| New | +$26 | ﹤0.01% | 3562 |
|