Tradition Wealth Management’s Dorchester Minerals DMLP Stock Holding History

Tradition Wealth Management’s Portfolio DMLP Stock Details DMLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-413	Closed	-$13K	–	593
2023 Q4	$13K	Hold	413	–	–	﹤0.01%	942
2023 Q3	$12K	Hold	413	–	–	﹤0.01%	969
2023 Q2	$12K	Hold	413	–	–	﹤0.01%	1001
2023 Q1	$13K	Hold	413	–	–	﹤0.01%	929
2022 Q4	$12K	Hold	413	–	–	﹤0.01%	862
2022 Q3	$10K	Buy	+413	New	+$11.3K	﹤0.01%	929

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Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return