Concentric Wealth Management’s Denali Therapeutics DNLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.36M | Hold |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $749K | Hold |
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|
2023
Q4 | $783K | Hold |
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|
2023
Q3 | $753K | Hold |
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|
2023
Q2 | $1.08M | Hold |
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|
2023
Q1 | $841K | Buy |
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|
2022
Q4 | $778K | Hold |
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|
2022
Q3 | $858K | Hold |
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|
2022
Q2 | $823K | Hold |
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|
2022
Q1 | $900K | Hold |
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|
2021
Q4 | $1.25M | Hold |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.4M | Sell |
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|
2020
Q4 | $2.19M | Buy |
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|
2020
Q3 | $758K | Sell |
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|
2020
Q2 | $584K | Hold |
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|
2020
Q1 | $423K | Buy |
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