United Capital Financial Advisors’s DLH Holdings DLHC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-19,633
| Closed | -$184K | – | 1065 |
|
2024
Q3 | $184K | Sell |
19,633
-367
| -2% | -$3.44K | ﹤0.01% | 1017 |
|
2024
Q2 | $211K | Sell |
20,000
-61,000
| -75% | -$644K | ﹤0.01% | 956 |
|
2024
Q1 | $1.07M | Hold |
81,000
| – | – | 0.01% | 539 |
|
2023
Q4 | $1.28M | Sell |
81,000
-58,000
| -42% | -$914K | 0.01% | 502 |
|
2023
Q3 | $1.62M | Sell |
139,000
-5,000
| -3% | -$58.4K | 0.01% | 451 |
|
2023
Q2 | $1.48M | Buy |
144,000
+56,000
| +64% | +$574K | 0.01% | 483 |
|
2023
Q1 | $1.01M | Buy |
+88,000
| New | +$1.01M | 0.01% | 571 |
|