Geneos Wealth Management’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-118
| Closed | -$1K | – | 2139 |
|
|
2022
Q2 | $1K | Hold |
118
| – | – | ﹤0.01% | 2472 |
|
|
2022
Q1 | $2K | Hold |
118
| – | – | ﹤0.01% | 2530 |
|
|
2021
Q4 | $2K | Hold |
118
| – | – | ﹤0.01% | 2570 |
|
|
2021
Q3 | $2K | Hold |
118
| – | – | ﹤0.01% | 2638 |
|
|
2021
Q2 | $2K | Sell |
118
-143
| -55% | -$2.42K | ﹤0.01% | 2646 |
|
|
2021
Q1 | $6K | Hold |
261
| – | – | ﹤0.01% | 2583 |
|
|
2020
Q4 | $2K | Buy |
261
+143
| +121% | +$1.1K | ﹤0.01% | 2682 |
|
|
2020
Q3 | $1K | Hold |
118
| – | – | ﹤0.01% | 2504 |
|
|
2020
Q2 | $1K | Buy |
+118
| New | +$1K | ﹤0.01% | 2442 |
|
|
2020
Q1 | – | Sell |
-1,878
| Closed | -$34K | – | 2504 |
|
|
2019
Q4 | $34K | Hold |
1,878
| – | – | ﹤0.01% | 1445 |
|
|
2019
Q3 | $26K | Hold |
1,878
| – | – | ﹤0.01% | 1483 |
|
|
2019
Q2 | $37K | Hold |
1,878
| – | – | ﹤0.01% | 1339 |
|
|
2019
Q1 | $33K | Hold |
1,878
| – | – | ﹤0.01% | 1343 |
|
|
2018
Q4 | $25K | Buy |
1,878
+585
| +45% | +$7.79K | ﹤0.01% | 1396 |
|
|
2018
Q3 | $24K | Hold |
1,293
| – | – | ﹤0.01% | 1491 |
|
|
2018
Q2 | $26K | Hold |
1,293
| – | – | ﹤0.01% | 1339 |
|
|
2018
Q1 | $33K | Buy |
1,293
+118
| +10% | +$3.01K | ﹤0.01% | 1182 |
|
|
2017
Q4 | $37K | Buy |
+1,175
| New | +$37K | ﹤0.01% | 1133 |
|