J.P. Morgan Private Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $648K | Sell |
11,520
-359
| -3% | -$20.2K | ﹤0.01% | 1138 |
|
|
2023
Q2 | $541K | Sell |
11,879
-2,584
| -18% | -$118K | ﹤0.01% | 1002 |
|
|
2023
Q1 | $591K | Sell |
14,463
-297
| -2% | -$12.1K | ﹤0.01% | 1405 |
|
|
2022
Q4 | $570K | Sell |
14,760
-49,101
| -77% | -$1.9M | ﹤0.01% | 1413 |
|
|
2022
Q3 | $2.36M | Sell |
63,861
-876
| -1% | -$32.4K | 0.01% | 786 |
|
|
2022
Q2 | $1.9M | Buy |
64,737
+5,444
| +9% | +$159K | ﹤0.01% | 871 |
|
|
2022
Q1 | $1.97M | Sell |
59,293
-1,853
| -3% | -$61.6K | ﹤0.01% | 902 |
|
|
2021
Q4 | $2.88M | Sell |
61,146
-343
| -0.6% | -$16.2K | 0.01% | 784 |
|
|
2021
Q3 | $2.13M | Sell |
61,489
-61
| -0.1% | -$2.11K | 0.01% | 875 |
|
|
2021
Q2 | $2.03M | Buy |
61,550
+34,855
| +131% | +$1.15M | 0.01% | 875 |
|
|
2021
Q1 | $743K | Buy |
26,695
+4,325
| +19% | +$120K | ﹤0.01% | 1169 |
|
|
2020
Q4 | $380K | Buy |
22,370
+570
| +3% | +$9.68K | ﹤0.01% | 1398 |
|
|
2020
Q3 | $291K | Buy |
21,800
+9,508
| +77% | +$127K | ﹤0.01% | 1375 |
|
|
2020
Q2 | $103K | Hold |
12,292
| – | – | ﹤0.01% | 1512 |
|
|
2020
Q1 | $65K | Hold |
12,292
| – | – | ﹤0.01% | 1379 |
|
|
2019
Q4 | $129K | Sell |
12,292
-50
| -0.4% | -$525 | ﹤0.01% | 1430 |
|
|
2019
Q3 | $152K | Buy |
+12,342
| New | +$152K | ﹤0.01% | 1372 |
|