Meridian Wealth Management’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-86,606
| Closed | -$1.22M | – | 513 |
|
|
2022
Q2 | $1.22M | Buy |
+86,606
| New | +$1.22M | 0.1% | 217 |
|
|
2019
Q3 | – | Sell |
-1,255
| Closed | -$250 | – | 261 |
|
|
2019
Q2 | $250 | Buy |
+1,255
| New | +$250 | 0.01% | 501 |
|
|
2018
Q3 | – | Sell |
-12,020
| Closed | -$243K | – | 174 |
|
|
2018
Q2 | $243K | Buy |
12,020
+100
| +0.8% | +$2.02K | 0.11% | 154 |
|
|
2018
Q1 | $307K | Buy |
11,920
+1,140
| +11% | +$29.4K | 0.15% | 133 |
|
|
2017
Q4 | $301K | Hold |
10,780
| – | – | 0.19% | 122 |
|
|
2017
Q3 | $301K | Buy |
+10,780
| New | +$301K | 0.19% | 120 |
|