Mount Yale Investment Advisors’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,927
| Closed | -$205K | – | 542 |
|
|
2024
Q2 | $205K | Buy |
16,927
+3,068
| +22% | +$37.2K | 0.02% | 513 |
|
|
2024
Q1 | $176K | Buy |
13,859
+3,458
| +33% | +$43.9K | 0.01% | 519 |
|
|
2023
Q4 | $152K | Sell |
10,401
-467
| -4% | -$6.82K | 0.01% | 481 |
|
|
2023
Q3 | $159K | Sell |
10,868
-2,969
| -21% | -$43.6K | 0.02% | 482 |
|
|
2023
Q2 | $235K | Buy |
13,837
+1,388
| +11% | +$23.6K | 0.02% | 435 |
|
|
2023
Q1 | $187K | Buy |
+12,449
| New | +$187K | 0.02% | 465 |
|
|
2022
Q4 | – | Sell |
-15,236
| Closed | -$174K | – | 461 |
|
|
2022
Q3 | $174K | Sell |
15,236
-208
| -1% | -$2.38K | 0.02% | 427 |
|
|
2022
Q2 | $217K | Buy |
+15,444
| New | +$217K | 0.03% | 428 |
|