LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Dana Inc DAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,000
| Closed | -$16K | – | 599 |
|
|
2020
Q1 | $16K | Hold |
2,000
| – | – | ﹤0.01% | 492 |
|
|
2019
Q4 | $36K | Hold |
2,000
| – | – | ﹤0.01% | 448 |
|
|
2019
Q3 | $29K | Hold |
2,000
| – | – | ﹤0.01% | 474 |
|
|
2019
Q2 | $40K | Hold |
2,000
| – | – | ﹤0.01% | 422 |
|
|
2019
Q1 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 441 |
|
|
2018
Q4 | $39K | Buy |
+2,000
| New | +$39K | ﹤0.01% | 438 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$2K | – | 598 |
|
|
2013
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 543 |
|