CWS Financial Advisors’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,509
| Closed | -$123K | – | 121 |
|
|
2023
Q4 | $123K | Buy |
10,509
+2,391
| +29% | +$28K | 0.05% | 141 |
|
|
2023
Q3 | $81.1K | Sell |
8,118
-2,263
| -22% | -$22.6K | 0.03% | 147 |
|
|
2023
Q2 | $120K | Hold |
10,381
| – | – | 0.05% | 146 |
|
|
2023
Q1 | $122K | Buy |
+10,381
| New | +$122K | 0.05% | 138 |
|
|
2022
Q3 | – | Sell |
-9,640
| Closed | -$145K | – | 149 |
|
|
2022
Q2 | $145K | Buy |
+9,640
| New | +$145K | 0.07% | 145 |
|