Concord Wealth Partners’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-55
| Closed | -$636 | – | 846 |
|
|
2024
Q4 | $636 | Hold |
55
| – | – | ﹤0.01% | 841 |
|
|
2024
Q3 | $581 | Buy |
+55
| New | +$581 | ﹤0.01% | 885 |
|
|
2022
Q2 | – | Sell |
-51
| Closed | -$1K | – | 1261 |
|
|
2022
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 1186 |
|
|
2021
Q4 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 1206 |
|
|
2021
Q3 | – | Sell |
-41
| Closed | -$1K | – | 935 |
|
|
2021
Q2 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 955 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$1K | – | 1011 |
|
|
2020
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 612 |
|