San Francisco Sentry Investment Group’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-2,744
| Closed | -$81K | – | 221 |
|
|
2014
Q3 | $81K | Hold |
2,744
| – | – | 0.04% | 244 |
|
|
2014
Q2 | $84K | Hold |
2,744
| – | – | 0.04% | 256 |
|
|
2014
Q1 | $72K | Hold |
2,744
| – | – | 0.02% | 312 |
|
|
2013
Q4 | $71K | Hold |
2,744
| – | – | 0.02% | 293 |
|
|
2013
Q3 | $66K | Sell |
2,744
-1,360
| -33% | -$32.7K | 0.02% | 285 |
|
|
2013
Q2 | $101K | Buy |
+4,104
| New | +$101K | 0.04% | 237 |
|