One Wealth Advisors’s Dillards DDS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $334K | Sell |
800
-25
| -3% | -$10.4K | 0.05% | 210 |
|
2025
Q1 | $296K | Buy |
+825
| New | +$296K | 0.04% | 216 |
|
2023
Q3 | – | Sell |
-765
| Closed | -$250K | – | 196 |
|
2023
Q2 | $250K | Sell |
765
-79
| -9% | -$25.8K | 0.05% | 170 |
|
2023
Q1 | $260K | Buy |
844
+27
| +3% | +$8.31K | 0.06% | 163 |
|
2022
Q4 | $264K | Sell |
817
-678
| -45% | -$219K | 0.06% | 155 |
|
2022
Q3 | $408K | Buy |
1,495
+194
| +15% | +$52.9K | 0.13% | 90 |
|
2022
Q2 | $287K | Buy |
1,301
+38
| +3% | +$8.38K | 0.08% | 138 |
|
2022
Q1 | $339K | Buy |
1,263
+235
| +23% | +$63.1K | 0.08% | 128 |
|
2021
Q4 | $252K | Buy |
+1,028
| New | +$252K | 0.06% | 160 |
|
2019
Q2 | – | Sell |
-37
| Closed | -$3K | – | 205 |
|
2019
Q1 | $3K | Buy |
+37
| New | +$3K | ﹤0.01% | 429 |
|
2018
Q1 | – | Sell |
-3,137
| Closed | -$188K | – | 532 |
|
2017
Q4 | $188K | Buy |
+3,137
| New | +$188K | 0.15% | 117 |
|