Wealth Effects’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 |
-12,500
| Closed | -$117K | – | 219 |
|
|
2024
Q3 | $117K | Sell |
12,500
-16,333
| -57% | -$153K | 0.04% | 211 |
|
|
2024
Q2 | $304K | Hold |
28,833
| – | – | 0.11% | 148 |
|
|
2024
Q1 | $383K | Sell |
28,833
-13,867
| -32% | -$184K | 0.14% | 129 |
|
|
2023
Q4 | $673K | Sell |
42,700
-700
| -2% | -$11K | 0.25% | 90 |
|
|
2023
Q3 | $506K | Hold |
43,400
| – | – | 0.25% | 92 |
|
|
2023
Q2 | $445K | Sell |
43,400
-968
| -2% | -$9.92K | 0.2% | 106 |
|
|
2023
Q1 | $509K | Hold |
44,368
| – | – | 0.26% | 87 |
|
|
2022
Q4 | $526K | Sell |
44,368
-8,000
| -15% | -$94.9K | 0.3% | 77 |
|
|
2022
Q3 | $643K | Hold |
52,368
| – | – | 0.39% | 63 |
|
|
2022
Q2 | $798K | Sell |
52,368
-132
| -0.3% | -$2.01K | 0.48% | 53 |
|
|
2022
Q1 | $994K | Buy |
52,500
+750
| +1% | +$14.2K | 0.46% | 50 |
|
|
2021
Q4 | $1.07M | Buy |
+51,750
| New | +$1.07M | 0.44% | 52 |
|