Pathstone Family Office’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $607K | Buy |
7,664
+2,143
| +39% | +$170K | ﹤0.01% | 946 |
|
2023
Q2 | $463K | Buy |
5,521
+3,022
| +121% | +$253K | 0.01% | 787 |
|
2023
Q1 | $213K | Buy |
+2,499
| New | +$213K | ﹤0.01% | 1061 |
|
2021
Q1 | – | Sell |
-97
| Closed | -$9K | – | 820 |
|
2020
Q4 | $9K | Hold |
97
| – | – | ﹤0.01% | 876 |
|
2020
Q3 | $6K | Hold |
97
| – | – | ﹤0.01% | 643 |
|
2020
Q2 | $6K | Hold |
97
| – | – | ﹤0.01% | 558 |
|
2020
Q1 | $5K | Buy |
+97
| New | +$5K | ﹤0.01% | 613 |
|