Carson Wealth (CWM LLC)’s Dana Inc DAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
11,704
+4,998
| +75% | +$85.8K | ﹤0.01% | 2163 |
|
|
2025
Q1 | $89K | Buy |
6,706
+2,739
| +69% | +$36.4K | ﹤0.01% | 2509 |
|
|
2024
Q4 | $46K | Buy |
3,967
+1,890
| +91% | +$21.9K | ﹤0.01% | 2861 |
|
|
2024
Q3 | $22K | Sell |
2,077
-2,255
| -52% | -$23.9K | ﹤0.01% | 3290 |
|
|
2024
Q2 | $53K | Buy |
4,332
+3,026
| +232% | +$37K | ﹤0.01% | 2439 |
|
|
2024
Q1 | $17K | Buy |
1,306
+116
| +10% | +$1.51K | ﹤0.01% | 3001 |
|
|
2023
Q4 | $17K | Buy |
1,190
+347
| +41% | +$4.96K | ﹤0.01% | 2861 |
|
|
2023
Q3 | $12K | Sell |
843
-285
| -25% | -$4.06K | ﹤0.01% | 3027 |
|
|
2023
Q2 | $19K | Buy |
1,128
+273
| +32% | +$4.6K | ﹤0.01% | 2661 |
|
|
2023
Q1 | $13K | Buy |
855
+89
| +12% | +$1.35K | ﹤0.01% | 2779 |
|
|
2022
Q4 | $12K | Sell |
766
-79
| -9% | -$1.24K | ﹤0.01% | 2685 |
|
|
2022
Q3 | $10K | Sell |
845
-188
| -18% | -$2.23K | ﹤0.01% | 2662 |
|
|
2022
Q2 | $15K | Buy |
1,033
+387
| +60% | +$5.62K | ﹤0.01% | 2301 |
|
|
2022
Q1 | $11K | Buy |
646
+444
| +220% | +$7.56K | ﹤0.01% | 2404 |
|
|
2021
Q4 | $5K | Buy |
+202
| New | +$5K | ﹤0.01% | 2695 |
|
|
2021
Q2 | $3K | Hold |
147
| – | – | ﹤0.01% | 2488 |
|
|
2021
Q1 | $3K | Hold |
147
| – | – | ﹤0.01% | 2488 |
|
|
2020
Q4 | $3K | Hold |
147
| – | – | ﹤0.01% | 2488 |
|
|
2020
Q3 | $3K | Hold |
147
| – | – | ﹤0.01% | 2488 |
|
|
2020
Q2 | $3K | Hold |
147
| – | – | ﹤0.01% | 2488 |
|
|
2020
Q1 | $3K | Hold |
147
| – | – | ﹤0.01% | 2488 |
|
|
2019
Q4 | $3K | Hold |
147
| – | – | ﹤0.01% | 2488 |
|
|
2019
Q3 | $3K | Hold |
147
| – | – | ﹤0.01% | 2488 |
|
|
2019
Q2 | $3K | Hold |
147
| – | – | ﹤0.01% | 2488 |
|
|
2019
Q1 | $3K | Buy |
+147
| New | +$3K | ﹤0.01% | 2488 |
|
|
2018
Q3 | – | Sell |
-44
| Closed | -$1K | – | 1859 |
|
|
2018
Q2 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 1500 |
|