WFG Advisors’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-900
| Closed | -$15K | – | 1568 |
|
|
2017
Q1 | $15K | Buy |
+900
| New | +$15K | ﹤0.01% | 956 |
|
|
2016
Q4 | – | Sell |
-2,900
| Closed | -$45K | – | 1586 |
|
|
2016
Q3 | $45K | Buy |
2,900
+400
| +16% | +$6.21K | 0.01% | 738 |
|
|
2016
Q2 | $36K | Hold |
2,500
| – | – | 0.01% | 776 |
|
|
2016
Q1 | $28K | Hold |
2,500
| – | – | 0.01% | 805 |
|
|
2015
Q4 | $25K | Sell |
2,500
-285
| -10% | -$2.85K | 0.01% | 834 |
|
|
2015
Q3 | $40K | Sell |
2,785
-333
| -11% | -$4.78K | 0.01% | 706 |
|
|
2015
Q2 | $67K | Buy |
3,118
+8
| +0.3% | +$172 | 0.02% | 644 |
|
|
2015
Q1 | $71K | Buy |
3,110
+337
| +12% | +$7.69K | 0.02% | 635 |
|
|
2014
Q4 | $71K | Buy |
2,773
+4
| +0.1% | +$102 | 0.01% | 751 |
|
|
2014
Q3 | $82K | Buy |
2,769
+4
| +0.1% | +$118 | 0.02% | 729 |
|
|
2014
Q2 | $84K | Buy |
2,765
+5
| +0.2% | +$152 | 0.02% | 716 |
|
|
2014
Q1 | $72K | Buy |
2,760
+5
| +0.2% | +$130 | 0.01% | 758 |
|
|
2013
Q4 | $72K | Buy |
2,755
+4
| +0.1% | +$105 | 0.01% | 868 |
|
|
2013
Q3 | $66K | Buy |
2,751
+4
| +0.1% | +$96 | 0.01% | 821 |
|
|
2013
Q2 | $67K | Buy |
+2,747
| New | +$67K | 0.01% | 779 |
|