Dunham Small Cap Value Fund ISTR Holdings History
Dunham Small Cap Value Fund's Investar Holding Corp Holding Summary
As of 2025-04-30, Dunham Funds held - shares of Investar Holding Corp(ISTR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Dunham Funds now holds 0% of the outstanding Investar Holding Corp(ISTR) stock.
The initial trade took place in 2024Q2. And since then Dunham Small Cap Value Fund has made 3 purchases of ISTR, at an average price of $16.93, for a total of 41,457.00 shares. In addition, there have been 1 sales at an average price of $17.89 for 41,457.00 shares. Based on historical transaction data and ISTR's current price of $21.79, Dunham Small Cap Value Fund's estimated gain on his ISTR holdings is $39,970.21, reflecting a 5.70% gain to date.
Dunham Small Cap Value Fund ISTR ($21.79) Holding Chart
Dunham Small Cap Value Fund ISTR ($21.79) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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