Trust Company of Vermont’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $384K | Sell |
13,766
-695
| -5% | -$19.4K | 0.02% | 278 |
|
2025
Q1 | $435K | Hold |
14,461
| – | – | 0.02% | 257 |
|
2024
Q4 | $482K | Buy |
14,461
+3,045
| +27% | +$101K | 0.02% | 251 |
|
2024
Q3 | $344K | Hold |
11,416
| – | – | 0.02% | 277 |
|
2024
Q2 | $352K | Hold |
11,416
| – | – | 0.02% | 261 |
|
2024
Q1 | $385K | Buy |
+11,416
| New | +$385K | 0.02% | 248 |
|
2023
Q4 | – | Sell |
-11,416
| Closed | -$332K | – | 824 |
|
2023
Q3 | $332K | Hold |
11,416
| – | – | 0.02% | 250 |
|
2023
Q2 | $342K | Hold |
11,416
| – | – | 0.02% | 256 |
|
2023
Q1 | $346K | Hold |
11,416
| – | – | 0.02% | 258 |
|
2022
Q4 | $342K | Hold |
11,416
| – | – | 0.03% | 249 |
|
2022
Q3 | $285K | Hold |
11,416
| – | – | 0.02% | 260 |
|
2022
Q2 | $272K | Buy |
+11,416
| New | +$272K | 0.02% | 268 |
|
2022
Q1 | – | Sell |
-11,416
| Closed | -$226K | – | 418 |
|
2021
Q4 | $226K | Buy |
+11,416
| New | +$226K | 0.01% | 304 |
|
2021
Q3 | – | Sell |
-11,416
| Closed | -$192K | – | 411 |
|
2021
Q2 | $192K | Sell |
11,416
-1,438
| -11% | -$24.2K | 0.01% | 308 |
|
2021
Q1 | $176K | Sell |
12,854
-1,062
| -8% | -$14.5K | 0.01% | 313 |
|
2020
Q4 | $152K | Sell |
13,916
-2,500
| -15% | -$27.3K | 0.01% | 325 |
|
2020
Q3 | $170K | Sell |
16,416
-2,500
| -13% | -$25.9K | 0.02% | 292 |
|
2020
Q2 | $242K | Sell |
18,916
-2,500
| -12% | -$32K | 0.02% | 247 |
|
2020
Q1 | $199K | Sell |
21,416
-2,500
| -10% | -$23.2K | 0.02% | 277 |
|
2019
Q4 | $467K | Buy |
+23,916
| New | +$467K | 0.04% | 231 |
|