Wellspring Financial Advisors’s Drilling Tools International DTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,100
| Closed | -$158K | – | 121 |
|
|
2023
Q1 | $158K | Hold |
15,100
| – | – | 0.05% | 113 |
|
|
2022
Q4 | $155K | Hold |
15,100
| – | – | 0.05% | 113 |
|
|
2022
Q3 | $151K | Hold |
15,100
| – | – | 0.06% | 90 |
|
|
2022
Q2 | $150K | Hold |
15,100
| – | – | 0.05% | 90 |
|
|
2022
Q1 | $150K | Buy |
+15,100
| New | +$150K | 0.04% | 107 |
|