EverSource Wealth Advisors’s Dana Inc DAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Sell |
1,184
-141
| -11% | -$2.42K | ﹤0.01% | 2266 |
|
|
2025
Q1 | $17.7K | Buy |
+1,325
| New | +$17.7K | ﹤0.01% | 1755 |
|
|
2024
Q3 | – | Sell |
-910
| Closed | -$11.6K | – | 3052 |
|
|
2024
Q2 | $11.6K | Buy |
910
+196
| +27% | +$2.49K | ﹤0.01% | 1774 |
|
|
2024
Q1 | $8.88K | Hold |
714
| – | – | ﹤0.01% | 1753 |
|
|
2023
Q4 | $10.4K | Buy |
+714
| New | +$10.4K | ﹤0.01% | 1540 |
|
|
2023
Q3 | – | Sell |
-189
| Closed | -$3.21K | – | 2541 |
|
|
2023
Q2 | $3.21K | Buy |
+189
| New | +$3.21K | ﹤0.01% | 1896 |
|
|
2022
Q1 | – | Sell |
-112
| Closed | -$3K | – | 1735 |
|
|
2021
Q4 | $3K | Buy |
+112
| New | +$3K | ﹤0.01% | 1408 |
|