HighMark Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9
| Closed | -$558 | – | 598 |
|
|
2024
Q1 | $558 | Hold |
9
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $561 | Hold |
9
| – | – | ﹤0.01% | 532 |
|
|
2023
Q3 | $507 | Hold |
9
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $410 | Hold |
9
| – | – | ﹤0.01% | 529 |
|
|
2023
Q1 | $368 | Hold |
9
| – | – | ﹤0.01% | 567 |
|
|
2022
Q4 | $348 | Hold |
9
| – | – | ﹤0.01% | 508 |
|
|
2022
Q3 | $0 | Buy |
+9
| New | – | ﹤0.01% | 528 |
|