Private Advisory Group’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,467
| Closed | -$238K | – | 187 |
|
|
2023
Q4 | $238K | Sell |
7,467
-3,733
| -33% | -$119K | 0.04% | 177 |
|
|
2023
Q3 | $325K | Hold |
11,200
| – | – | 0.06% | 168 |
|
|
2023
Q2 | $336K | Hold |
11,200
| – | – | 0.07% | 177 |
|
|
2023
Q1 | $339K | Hold |
11,200
| – | – | 0.07% | 167 |
|
|
2022
Q4 | $335K | Hold |
11,200
| – | – | 0.07% | 161 |
|
|
2022
Q3 | $280K | Buy |
+11,200
| New | +$280K | 0.06% | 163 |
|