Evercore Wealth Management’s Dunkin' Brands Group, Inc. DNKN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-500
| Closed | -$32K | – | 865 |
|
2017
Q4 | $32K | Sell |
500
-500
| -50% | -$32K | ﹤0.01% | 645 |
|
2017
Q3 | $53K | Sell |
1,000
-265
| -21% | -$14K | ﹤0.01% | 568 |
|
2017
Q2 | $70K | Buy |
1,265
+265
| +27% | +$14.7K | ﹤0.01% | 531 |
|
2017
Q1 | $55K | Hold |
1,000
| – | – | ﹤0.01% | 585 |
|
2016
Q4 | $52K | Hold |
1,000
| – | – | ﹤0.01% | 599 |
|
2016
Q3 | $52K | Sell |
1,000
-400
| -29% | -$20.8K | ﹤0.01% | 591 |
|
2016
Q2 | $61K | Hold |
1,400
| – | – | ﹤0.01% | 542 |
|
2016
Q1 | $66K | Sell |
1,400
-610
| -30% | -$28.8K | ﹤0.01% | 520 |
|
2015
Q4 | $86K | Buy |
2,010
+610
| +44% | +$26.1K | ﹤0.01% | 498 |
|
2015
Q3 | $69K | Sell |
1,400
-550
| -28% | -$27.1K | ﹤0.01% | 544 |
|
2015
Q2 | $108K | Hold |
1,950
| – | – | ﹤0.01% | 507 |
|
2015
Q1 | $93K | Buy |
1,950
+900
| +86% | +$42.9K | ﹤0.01% | 539 |
|
2014
Q4 | $44K | Buy |
1,050
+500
| +91% | +$21K | ﹤0.01% | 565 |
|
2014
Q3 | $25K | Hold |
550
| – | – | ﹤0.01% | 706 |
|
2014
Q2 | $25K | Hold |
550
| – | – | ﹤0.01% | 708 |
|
2014
Q1 | $28K | Buy |
+550
| New | +$28K | ﹤0.01% | 693 |
|