Atria Wealth Solutions’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,085
| Closed | -$201K | – | 1541 |
|
|
2025
Q1 | $201K | Buy |
+15,085
| New | +$201K | ﹤0.01% | 1708 |
|
|
2023
Q1 | – | Sell |
-12,222
| Closed | -$185K | – | 1867 |
|
|
2022
Q4 | $185K | Sell |
12,222
-8,210
| -40% | -$124K | ﹤0.01% | 1622 |
|
|
2022
Q3 | $234K | Sell |
20,432
-1,907
| -9% | -$21.8K | ﹤0.01% | 1456 |
|
|
2022
Q2 | $314K | Buy |
22,339
+521
| +2% | +$7.32K | 0.01% | 1168 |
|
|
2022
Q1 | $383K | Buy |
+21,818
| New | +$383K | 0.01% | 1196 |
|