Joseph Group Capital Management’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-75,817
| Closed | -$1.11M | – | 82 |
|
2023
Q3 | $1.11M | Buy |
75,817
+2,629
| +4% | +$38.6K | 0.8% | 40 |
|
2023
Q2 | $1.24M | Buy |
73,188
+9,194
| +14% | +$156K | 1.05% | 32 |
|
2023
Q1 | $963K | Buy |
63,994
+10,490
| +20% | +$158K | 0.85% | 39 |
|
2022
Q4 | $810K | Sell |
53,504
-1,617
| -3% | -$24.5K | 0.77% | 40 |
|
2022
Q3 | $630K | Buy |
55,121
+6,194
| +13% | +$70.8K | 0.69% | 41 |
|
2022
Q2 | $688K | Buy |
48,927
+3,701
| +8% | +$52K | 0.69% | 42 |
|
2022
Q1 | $795K | Buy |
45,226
+2,304
| +5% | +$40.5K | 0.8% | 38 |
|
2021
Q4 | $979K | Buy |
+42,922
| New | +$979K | 0.94% | 34 |
|