JP Morgan Private Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $591K | Sell |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $2.36M | Sell |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.97M | Sell |
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|
2021
Q4 | $2.88M | Sell |
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|
2021
Q3 | $2.13M | Sell |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $743K | Buy |
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|
2020
Q4 | $380K | Buy |
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|
2020
Q3 | $291K | Buy |
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|
2020
Q2 | $103K | Hold |
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|
2020
Q1 | $65K | Hold |
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|
2019
Q4 | $129K | Sell |
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|
2019
Q3 | $152K | Buy |
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