Aperio Group’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $171K | Sell |
10,048
-1,004
| -9% | -$17.1K | ﹤0.01% | 2333 |
|
|
2020
Q3 | $148K | Buy |
+11,052
| New | +$148K | ﹤0.01% | 2270 |
|
|
2020
Q1 | – | Sell |
-21,685
| Closed | -$227K | – | 2353 |
|
|
2019
Q4 | $227K | Buy |
21,685
+7,654
| +55% | +$80.1K | ﹤0.01% | 2160 |
|
|
2019
Q3 | $173K | Buy |
14,031
+3,437
| +32% | +$42.4K | ﹤0.01% | 2188 |
|
|
2019
Q2 | $141K | Buy |
+10,594
| New | +$141K | ﹤0.01% | 2292 |
|
|
2018
Q2 | – | Sell |
-11,236
| Closed | -$193K | – | 2268 |
|
|
2018
Q1 | $193K | Buy |
+11,236
| New | +$193K | ﹤0.01% | 2147 |
|
|
2017
Q3 | – | Sell |
-10,484
| Closed | -$241K | – | 2223 |
|
|
2017
Q2 | $241K | Buy |
+10,484
| New | +$241K | ﹤0.01% | 2017 |
|