Avior Wealth Management’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,711
| Closed | -$21.7K | – | 2630 |
|
2024
Q1 | $21.7K | Buy |
+1,711
| New | +$21.7K | ﹤0.01% | 1567 |
|
2019
Q1 | – | Sell |
-11,313
| Closed | -$154K | – | 661 |
|
2018
Q4 | $154K | Buy |
11,313
+938
| +9% | +$12.8K | 0.04% | 367 |
|
2018
Q3 | $194K | Buy |
10,375
+2,205
| +27% | +$41.2K | 0.04% | 348 |
|
2018
Q2 | $165K | Sell |
8,170
-4,452
| -35% | -$89.9K | 0.04% | 370 |
|
2018
Q1 | $325K | Sell |
12,622
-1,548
| -11% | -$39.9K | 0.08% | 221 |
|
2017
Q4 | $454K | Buy |
+14,170
| New | +$454K | 0.1% | 187 |
|