Dana Investment Advisors’s PRECIDIAN INVESTMENTS MAXIS NIKKEI 225 INDEX NKY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-331
| Closed | -$331 | – | 315 |
|
2015
Q4 | $331 | Sell |
331
-19,312
| -98% | -$19.3K | 0.02% | 243 |
|
2015
Q3 | $342K | Buy |
19,643
+1,346
| +7% | +$23.4K | 0.02% | 238 |
|
2015
Q2 | $358K | Buy |
18,297
+1,719
| +10% | +$33.6K | 0.02% | 231 |
|
2015
Q1 | $316K | Sell |
16,578
-536
| -3% | -$10.2K | 0.02% | 240 |
|
2014
Q4 | $292K | Hold |
17,114
| – | – | 0.01% | 250 |
|
2014
Q3 | $300K | Buy |
17,114
+412
| +2% | +$7.22K | 0.02% | 243 |
|
2014
Q2 | $296K | Sell |
16,702
-5,467
| -25% | -$96.9K | 0.02% | 248 |
|
2014
Q1 | $379K | Buy |
22,169
+2,063
| +10% | +$35.3K | 0.02% | 238 |
|
2013
Q4 | $373K | Sell |
20,106
-2,776
| -12% | -$51.5K | 0.02% | 241 |
|
2013
Q3 | $404K | Sell |
22,882
-6,592
| -22% | -$116K | 0.03% | 233 |
|
2013
Q2 | $482K | Buy |
+29,474
| New | +$482K | 0.04% | 192 |
|