EverSource Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28K | Buy |
+37
| New | +$2.28K | ﹤0.01% | 3457 |
|
|
2025
Q1 | – | Sell |
-21
| Closed | -$1.32K | – | 4060 |
|
|
2024
Q4 | $1.32K | Buy |
+21
| New | +$1.32K | ﹤0.01% | 2876 |
|
|
2023
Q1 | – | Sell |
-55
| Closed | -$2.13K | – | 2419 |
|
|
2022
Q4 | $2.13K | Hold |
55
| – | – | ﹤0.01% | 1895 |
|
|
2022
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 1653 |
|
|
2022
Q2 | $2K | Sell |
55
-91
| -62% | -$3.31K | ﹤0.01% | 1491 |
|
|
2022
Q1 | $5K | Hold |
146
| – | – | ﹤0.01% | 1234 |
|
|
2021
Q4 | $7K | Buy |
+146
| New | +$7K | ﹤0.01% | 1098 |
|