BWA
BDO Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19
| Closed | -$1K | – | 1050 |
|
|
2022
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 956 |
|
|
2022
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 978 |
|
|
2021
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 1003 |
|
|
2021
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 990 |
|
|
2021
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 1038 |
|
|
2021
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 1055 |
|
|
2020
Q4 | $0 | Hold |
19
| – | – | ﹤0.01% | 943 |
|
|
2020
Q3 | $0 | Buy |
+19
| New | – | ﹤0.01% | 889 |
|
|
2020
Q2 | – | Sell |
-170
| Closed | -$1K | – | 706 |
|
|
2020
Q1 | $1K | Buy |
+170
| New | +$1K | ﹤0.01% | 697 |
|