Wealthspire Advisors (Maryland)’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-796
| Closed | -$70K | – | 874 |
|
|
2019
Q1 | $70K | Hold |
796
| – | – | 0.01% | 771 |
|
|
2018
Q4 | $72K | Sell |
796
-385
| -33% | -$34.8K | 0.01% | 716 |
|
|
2018
Q3 | $91K | Buy |
1,181
+9
| +0.8% | +$693 | 0.01% | 728 |
|
|
2018
Q2 | $80K | Sell |
1,172
-120
| -9% | -$8.19K | 0.01% | 793 |
|
|
2018
Q1 | $86K | Hold |
1,292
| – | – | 0.01% | 764 |
|
|
2017
Q4 | $79K | Sell |
1,292
-91
| -7% | -$5.56K | 0.01% | 807 |
|
|
2017
Q3 | $99K | Sell |
1,383
-64
| -4% | -$4.58K | 0.01% | 712 |
|
|
2017
Q2 | $120K | Buy |
1,447
+139
| +11% | +$11.5K | 0.01% | 620 |
|
|
2017
Q1 | $107K | Sell |
1,308
-62
| -5% | -$5.07K | 0.02% | 576 |
|
|
2016
Q4 | $100K | Buy |
1,370
+9
| +0.7% | +$657 | 0.02% | 579 |
|
|
2016
Q3 | $87K | Hold |
1,361
| – | – | 0.01% | 612 |
|
|
2016
Q2 | $78K | Hold |
1,361
| – | – | 0.01% | 600 |
|
|
2016
Q1 | $74K | Buy |
1,361
+245
| +22% | +$13.3K | 0.01% | 601 |
|
|
2015
Q4 | $53K | Buy |
+1,116
| New | +$53K | 0.01% | 698 |
|