YorkBridge Wealth Partners’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-588
| Closed | -$38K | – | 287 |
|
|
2019
Q2 | $38K | Buy |
588
+7
| +1% | +$452 | 0.02% | 397 |
|
|
2019
Q1 | $37K | Hold |
581
| – | – | 0.02% | 389 |
|
|
2018
Q4 | $36K | Hold |
581
| – | – | 0.02% | 360 |
|
|
2018
Q3 | $40K | Sell |
581
-103
| -15% | -$7.09K | 0.02% | 382 |
|
|
2018
Q2 | $42K | Hold |
684
| – | – | 0.02% | 380 |
|
|
2018
Q1 | $46K | Sell |
684
-47
| -6% | -$3.16K | 0.02% | 376 |
|
|
2017
Q4 | $45K | Sell |
731
-286
| -28% | -$17.6K | 0.02% | 382 |
|
|
2017
Q3 | $58K | Sell |
1,017
-122
| -11% | -$6.96K | 0.03% | 360 |
|
|
2017
Q2 | $56K | Hold |
1,139
| – | – | 0.03% | 360 |
|
|
2017
Q1 | $59K | Buy |
1,139
+20
| +2% | +$1.04K | 0.03% | 347 |
|
|
2016
Q4 | $53K | Buy |
+1,119
| New | +$53K | 0.03% | 347 |
|