Bailard’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,835
| Closed | -$216K | – | 724 |
|
|
2022
Q3 | $216K | Buy |
+5,835
| New | +$216K | 0.01% | 563 |
|
|
2022
Q1 | – | Sell |
-12,200
| Closed | -$575K | – | 750 |
|
|
2021
Q4 | $575K | Hold |
12,200
| – | – | 0.02% | 378 |
|
|
2021
Q3 | $422K | Hold |
12,200
| – | – | 0.01% | 433 |
|
|
2021
Q2 | $403K | Hold |
12,200
| – | – | 0.01% | 450 |
|
|
2021
Q1 | $340K | Hold |
12,200
| – | – | 0.01% | 475 |
|
|
2020
Q4 | $207K | Hold |
12,200
| – | – | 0.01% | 567 |
|
|
2020
Q3 | $163K | Sell |
12,200
-4,419
| -27% | -$59K | 0.01% | 489 |
|
|
2020
Q2 | $140K | Buy |
+16,619
| New | +$140K | 0.01% | 466 |
|