Avantax Planning Partners’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,000
| Closed | -$122K | – | 298 |
|
|
2020
Q2 | $122K | Buy |
+10,000
| New | +$122K | 0.01% | 274 |
|
|
2018
Q4 | – | Sell |
-7,008
| Closed | -$131K | – | 483 |
|
|
2018
Q3 | $131K | Buy |
+7,008
| New | +$131K | 0.01% | 291 |
|
|
2018
Q2 | – | Sell |
-8,008
| Closed | -$206K | – | 509 |
|
|
2018
Q1 | $206K | Sell |
8,008
-2,000
| -20% | -$51.4K | 0.02% | 288 |
|
|
2017
Q4 | $320K | Hold |
10,008
| – | – | 0.03% | 222 |
|
|
2017
Q3 | $280K | Sell |
10,008
-8
| -0.1% | -$224 | 0.02% | 286 |
|
|
2017
Q2 | $224K | Hold |
10,016
| – | – | 0.02% | 311 |
|
|
2017
Q1 | $193K | Hold |
10,016
| – | – | 0.02% | 315 |
|
|
2016
Q4 | $190K | Buy |
+10,016
| New | +$190K | 0.02% | 301 |
|