Pathstone Family Office’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-29,596
| Closed | -$304K | – | 1272 |
|
|
2022
Q4 | $304K | Buy |
29,596
+18,000
| +155% | +$185K | ﹤0.01% | 1244 |
|
|
2022
Q3 | $133K | Buy |
+11,596
| New | +$133K | ﹤0.01% | 1389 |
|
|
2021
Q1 | – | Sell |
-23
| Closed | – | – | 805 |
|
|
2020
Q4 | $0 | Hold |
23
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q3 | $0 | Sell |
23
-23
| -50% | – | ﹤0.01% | 839 |
|
|
2020
Q2 | $0 | Buy |
+46
| New | – | ﹤0.01% | 775 |
|
|
2014
Q4 | – | Sell |
-1,012
| Closed | -$19K | – | 143 |
|
|
2014
Q3 | $19K | Buy |
+1,012
| New | +$19K | 0.06% | 134 |
|