Gideon Capital Advisors’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-12,538
| Closed | -$401K | – | 372 |
|
|
2017
Q4 | $401K | Buy |
12,538
+4,214
| +51% | +$135K | 0.35% | 83 |
|
|
2017
Q3 | $233K | Sell |
8,324
-5,367
| -39% | -$150K | 0.23% | 218 |
|
|
2017
Q2 | $306K | Buy |
13,691
+2,156
| +19% | +$48.2K | 0.34% | 127 |
|
|
2017
Q1 | $223K | Buy |
+11,535
| New | +$223K | 0.13% | 341 |
|
|
2016
Q1 | – | Sell |
-10,815
| Closed | -$149K | – | 164 |
|
|
2015
Q4 | $149K | Sell |
10,815
-14,381
| -57% | -$198K | 0.11% | 182 |
|
|
2015
Q3 | $400K | Buy |
25,196
+8,057
| +47% | +$128K | 0.23% | 140 |
|
|
2015
Q2 | $353K | Buy |
+17,139
| New | +$353K | 0.15% | 177 |
|
|
2015
Q1 | – | Sell |
-12,903
| Closed | -$281K | – | 242 |
|
|
2014
Q4 | $281K | Buy |
+12,903
| New | +$281K | 0.13% | 172 |
|