Concert Wealth Management’s DONNELLEY R R & SONS CO DNY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | – | Sell |
-11,313
| Closed | -$179K | – | 1037 |
|
2016
Q3 | $179K | Buy |
+11,313
| New | +$179K | 0.02% | 671 |
|
2015
Q4 | – | Sell |
-10,126
| Closed | -$146K | – | 772 |
|
2015
Q3 | $146K | Sell |
10,126
-816
| -7% | -$11.8K | 0.02% | 649 |
|
2015
Q2 | $192K | Sell |
10,942
-1,000
| -8% | -$17.5K | 0.02% | 639 |
|
2015
Q1 | $163K | Sell |
11,942
-1,025
| -8% | -$14K | 0.05% | 404 |
|
2014
Q4 | $217K | Buy |
+12,967
| New | +$217K | 0.03% | 553 |
|