YorkBridge Wealth Partners’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-35
| Closed | -$2K | – | 850 |
|
|
2018
Q1 | $2K | Hold |
35
| – | – | ﹤0.01% | 766 |
|
|
2017
Q4 | $2K | Sell |
35
-1,364
| -97% | -$77.9K | ﹤0.01% | 790 |
|
|
2017
Q3 | $100K | Buy |
1,399
+9
| +0.6% | +$643 | 0.05% | 281 |
|
|
2017
Q2 | $115K | Buy |
1,390
+41
| +3% | +$3.39K | 0.06% | 244 |
|
|
2017
Q1 | $116K | Buy |
1,349
+98
| +8% | +$8.43K | 0.06% | 234 |
|
|
2016
Q4 | $90K | Buy |
+1,251
| New | +$90K | 0.05% | 253 |
|