SeaCrest Wealth Management’s Dakota Gold DC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-19,705
| Closed | -$43.4K | – | 669 |
|
2024
Q4 | $43.4K | Sell |
19,705
-6
| -0% | -$13 | ﹤0.01% | 650 |
|
2024
Q3 | $46.5K | Buy |
19,711
+6,600
| +50% | +$15.6K | 0.01% | 643 |
|
2024
Q2 | $33.4K | Sell |
13,111
-122
| -0.9% | -$311 | ﹤0.01% | 608 |
|
2024
Q1 | $31.4K | Buy |
13,233
+1,500
| +13% | +$3.56K | ﹤0.01% | 598 |
|
2023
Q4 | $26.2K | Sell |
11,733
-2,000
| -15% | -$4.46K | ﹤0.01% | 617 |
|
2023
Q3 | $35.4K | Buy |
13,733
+3,000
| +28% | +$7.74K | ﹤0.01% | 616 |
|
2023
Q2 | $31.3K | Buy |
+10,733
| New | +$31.3K | ﹤0.01% | 621 |
|
2022
Q3 | – | Sell |
-6,274
| Closed | -$21K | – | 826 |
|
2022
Q2 | $21K | Buy |
+6,274
| New | +$21K | ﹤0.01% | 1457 |
|