Moneta Group Investment Advisors’s Dun & Bradstreet DNB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,750
| Closed | -$204K | – | 571 |
|
|
2017
Q3 | $204K | Buy |
+1,750
| New | +$204K | 0.03% | 191 |
|
|
2017
Q1 | – | Sell |
-1,750
| Closed | -$212K | – | 178 |
|
|
2016
Q4 | $212K | Hold |
1,750
| – | – | 0.04% | 161 |
|
|
2016
Q3 | $239K | Hold |
1,750
| – | – | 0.05% | 121 |
|
|
2016
Q2 | $213K | Buy |
+1,750
| New | +$213K | 0.05% | 152 |
|
|
2016
Q1 | – | Sell |
-1,925
| Closed | -$200K | – | 174 |
|
|
2015
Q4 | $200K | Hold |
1,925
| – | – | 0.05% | 132 |
|
|
2015
Q3 | $202K | Buy |
+1,925
| New | +$202K | 0.06% | 124 |
|