WAM
DMS
Worth Asset Management’s Digital Media Solutions, Inc. DMS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-500
| Closed | -$165 | – | 465 |
|
2023
Q2 | $165 | Hold |
500
| – | – | ﹤0.01% | 444 |
|
2023
Q1 | $560 | Hold |
500
| – | – | ﹤0.01% | 454 |
|
2022
Q4 | $670 | Hold |
500
| – | – | ﹤0.01% | 437 |
|
2022
Q3 | $1K | Hold |
500
| – | – | ﹤0.01% | 446 |
|
2022
Q2 | $1K | Hold |
500
| – | – | ﹤0.01% | 521 |
|
2022
Q1 | $1K | Buy |
+500
| New | +$1K | ﹤0.01% | 529 |
|