Principle Wealth Partners’s DMC Global BOOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,205
| Closed | -$246K | – | 317 |
|
|
2021
Q4 | $246K | Sell |
6,205
-1,188
| -16% | -$47.1K | 0.03% | 285 |
|
|
2021
Q3 | $273K | Hold |
7,393
| – | – | 0.03% | 258 |
|
|
2021
Q2 | $416K | Hold |
7,393
| – | – | 0.05% | 218 |
|
|
2021
Q1 | $401K | Hold |
7,393
| – | – | 0.05% | 214 |
|
|
2020
Q4 | $320K | Buy |
+7,393
| New | +$320K | 0.04% | 220 |
|