Glassman Wealth Services’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18
| Closed | -$263 | – | 617 |
|
|
2023
Q4 | $263 | Hold |
18
| – | – | ﹤0.01% | 1848 |
|
|
2023
Q3 | $264 | Hold |
18
| – | – | ﹤0.01% | 1842 |
|
|
2023
Q2 | $306 | Hold |
18
| – | – | ﹤0.01% | 1737 |
|
|
2023
Q1 | $271 | Buy |
+18
| New | +$271 | ﹤0.01% | 1737 |
|
|
2022
Q2 | – | Sell |
-80
| Closed | -$1K | – | 1741 |
|
|
2022
Q1 | $1K | Buy |
80
+62
| +344% | +$775 | ﹤0.01% | 1369 |
|
|
2021
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 1690 |
|
|
2021
Q3 | – | Sell |
-13
| Closed | – | – | 1636 |
|
|
2021
Q2 | $0 | Buy |
13
+8
| +160% | – | ﹤0.01% | 1492 |
|
|
2021
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1436 |
|
|
2020
Q1 | – | Sell |
-26
| Closed | – | – | 1216 |
|
|
2019
Q4 | $0 | Hold |
26
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q3 | $0 | Buy |
26
+3
| +13% | – | ﹤0.01% | 1115 |
|
|
2019
Q2 | $0 | Hold |
23
| – | – | ﹤0.01% | 1139 |
|
|
2019
Q1 | $0 | Hold |
23
| – | – | ﹤0.01% | 1071 |
|
|
2018
Q4 | $0 | Buy |
+23
| New | – | ﹤0.01% | 820 |
|