First Allied Advisory Services’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-9,639
| Closed | -$250K | – | 1163 |
|
2018
Q1 | $250K | Buy |
9,639
+2,255
| +31% | +$58.5K | 0.01% | 951 |
|
2017
Q4 | $236K | Hold |
7,384
| – | – | 0.01% | 980 |
|
2017
Q3 | $206K | Buy |
+7,384
| New | +$206K | 0.01% | 1005 |
|
2016
Q1 | – | Sell |
-10,611
| Closed | -$147K | – | 1024 |
|
2015
Q4 | $147K | Sell |
10,611
-658
| -6% | -$9.12K | 0.01% | 1025 |
|
2015
Q3 | $181K | Buy |
11,269
+454
| +4% | +$7.29K | 0.01% | 937 |
|
2015
Q2 | $221K | Buy |
10,815
+182
| +2% | +$3.72K | 0.01% | 967 |
|
2015
Q1 | $225K | Sell |
10,633
-375
| -3% | -$7.94K | 0.01% | 910 |
|
2014
Q4 | $237K | Buy |
11,008
+131
| +1% | +$2.82K | 0.02% | 863 |
|
2014
Q3 | $208K | Buy |
+10,877
| New | +$208K | 0.02% | 908 |
|