JFS Wealth Advisors’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54K | Buy |
148
+27
| +22% | +$463 | ﹤0.01% | 1331 |
|
|
2025
Q1 | $1.61K | Buy |
121
+118
| +3,933% | +$1.57K | ﹤0.01% | 1535 |
|
|
2024
Q4 | $35 | Sell |
3
-100
| -97% | -$1.17K | ﹤0.01% | 1918 |
|
|
2024
Q3 | $1.09K | Buy |
103
+3
| +3% | +$32 | ﹤0.01% | 1676 |
|
|
2024
Q2 | $1.21K | Hold |
100
| – | – | ﹤0.01% | 1623 |
|
|
2024
Q1 | $1.27K | Buy |
100
+3
| +3% | +$38 | ﹤0.01% | 1594 |
|
|
2023
Q4 | $1.42K | Sell |
97
-35
| -27% | -$512 | ﹤0.01% | 1550 |
|
|
2023
Q3 | $1.94K | Buy |
132
+28
| +27% | +$411 | ﹤0.01% | 1372 |
|
|
2023
Q2 | $1.77K | Buy |
104
+33
| +46% | +$561 | ﹤0.01% | 1427 |
|
|
2023
Q1 | $1.07K | Sell |
71
-29
| -29% | -$437 | ﹤0.01% | 1568 |
|
|
2022
Q4 | $1.51K | Buy |
100
+37
| +59% | +$560 | ﹤0.01% | 1475 |
|
|
2022
Q3 | $1K | Sell |
63
-134
| -68% | -$2.13K | ﹤0.01% | 1526 |
|
|
2022
Q2 | $3K | Buy |
197
+126
| +177% | +$1.92K | ﹤0.01% | 1167 |
|
|
2022
Q1 | $1K | Buy |
71
+26
| +58% | +$366 | ﹤0.01% | 1618 |
|
|
2021
Q4 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 1320 |
|