Genovese Burford & Brothers Wealth & Retirement Plan Management’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-399
| Closed | -$7K | – | 156 |
|
|
2018
Q2 | $7K | Hold |
399
| – | – | ﹤0.01% | 342 |
|
|
2018
Q1 | $7K | Hold |
399
| – | – | ﹤0.01% | 343 |
|
|
2017
Q4 | $9K | Hold |
399
| – | – | 0.02% | 185 |
|
|
2017
Q3 | $8K | Hold |
399
| – | – | ﹤0.01% | 299 |
|
|
2017
Q2 | $9K | Hold |
399
| – | – | ﹤0.01% | 278 |
|
|
2017
Q1 | $8K | Sell |
399
-150
| -27% | -$3.01K | ﹤0.01% | 312 |
|
|
2016
Q4 | $13K | Buy |
+549
| New | +$13K | ﹤0.01% | 292 |
|