J.W. Cole Advisors’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,810
| Closed | -$521K | – | 817 |
|
|
2021
Q4 | $521K | Sell |
22,810
-1,565
| -6% | -$35.7K | 0.03% | 452 |
|
|
2021
Q3 | $542K | Sell |
24,375
-9,330
| -28% | -$207K | 0.04% | 241 |
|
|
2021
Q2 | $801K | Buy |
33,705
+23,352
| +226% | +$555K | 0.06% | 314 |
|
|
2021
Q1 | $252K | Buy |
+10,353
| New | +$252K | 0.02% | 567 |
|