Wealthstreet Investment Advisors’s Dillards DDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,525
| Closed | -$406K | – | 314 |
|
|
2019
Q4 | $406K | Sell |
5,525
-775
| -12% | -$57K | 0.05% | 251 |
|
|
2019
Q3 | $471K | Hold |
6,300
| – | – | 0.06% | 230 |
|
|
2019
Q2 | $392K | Hold |
6,300
| – | – | 0.05% | 251 |
|
|
2019
Q1 | $454K | Hold |
6,300
| – | – | 0.06% | 238 |
|
|
2018
Q4 | $422K | Hold |
6,300
| – | – | 0.06% | 231 |
|
|
2018
Q3 | $481K | Hold |
6,300
| – | – | 0.06% | 242 |
|
|
2018
Q2 | $595K | Hold |
6,300
| – | – | 0.08% | 217 |
|
|
2018
Q1 | $506K | Hold |
6,300
| – | – | 0.06% | 233 |
|
|
2017
Q4 | $378K | Buy |
+6,300
| New | +$378K | 0.05% | 258 |
|