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Wealthspire Advisors (Maryland)’s Dorchester Minerals DMLP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-651
Closed -$12K – 857
2019
Q1 		$12K Hold
651
– – ﹤0.01% 1453
2018
Q4 		$10K Buy
+651
New +$11.4K ﹤0.01% 1459

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Wealthspire Advisors (Maryland)'s DMLP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Dorchester Minerals (DMLP) in Q2 2019, closing a stake of 651 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in DMLP in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 73 funds tracked by Wall St. Rank hold DMLP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Dorchester Minerals position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 651 Dorchester Minerals shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in Dorchester Minerals in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Dorchester Minerals position peaked at $12K in Q1 2019.
  • 73 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.