Wealthspire Advisors (Maryland)’s Dillards DDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-57
| Closed | -$4K | – | 846 |
|
|
2019
Q1 | $4K | Buy |
57
+5
| +10% | +$351 | ﹤0.01% | 1890 |
|
|
2018
Q4 | $3K | Sell |
52
-16
| -24% | -$923 | ﹤0.01% | 1926 |
|
|
2018
Q3 | $5K | Hold |
68
| – | – | ﹤0.01% | 1781 |
|
|
2018
Q2 | $6K | Buy |
68
+13
| +24% | +$1.15K | ﹤0.01% | 1708 |
|
|
2018
Q1 | $4K | Sell |
55
-5
| -8% | -$364 | ﹤0.01% | 1893 |
|
|
2017
Q4 | $4K | Sell |
60
-15
| -20% | -$1K | ﹤0.01% | 1892 |
|
|
2017
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 1837 |
|
|
2017
Q2 | $4K | Sell |
75
-11
| -13% | -$587 | ﹤0.01% | 1811 |
|
|
2017
Q1 | $4K | Buy |
86
+1
| +1% | +$47 | ﹤0.01% | 1554 |
|
|
2016
Q4 | $5K | Sell |
85
-3
| -3% | -$176 | ﹤0.01% | 1374 |
|
|
2016
Q3 | $6K | Sell |
88
-9
| -9% | -$614 | ﹤0.01% | 1352 |
|
|
2016
Q2 | $6K | Buy |
97
+3
| +3% | +$186 | ﹤0.01% | 1297 |
|
|
2016
Q1 | $8K | Buy |
94
+5
| +6% | +$426 | ﹤0.01% | 1227 |
|
|
2015
Q4 | $6K | Buy |
+89
| New | +$6K | ﹤0.01% | 1303 |
|