Advisors Preferred’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-77,834
| Closed | -$5.09M | – | 210 |
|
2024
Q3 | $5.09M | Buy |
+77,834
| New | +$5.09M | 0.78% | 43 |
|
2024
Q2 | – | Sell |
-33,848
| Closed | -$2.1M | – | 176 |
|
2024
Q1 | $2.1M | Sell |
33,848
-9,831
| -23% | -$611K | 0.35% | 52 |
|
2023
Q4 | $2.68M | Sell |
43,679
-34,497
| -44% | -$2.11M | 0.44% | 48 |
|
2023
Q3 | $4.44M | Buy |
78,176
+8,174
| +12% | +$464K | 1.44% | 16 |
|
2023
Q2 | $3.2M | Buy |
+70,002
| New | +$3.2M | 0.79% | 31 |
|