PFGIA
Patriot Financial Group Insurance Agency’s Denali Therapeutics DNLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-800
| Closed | -$24K | – | 794 |
|
|
2022
Q2 | $24K | Sell |
800
-110
| -12% | -$3.3K | ﹤0.01% | 945 |
|
|
2022
Q1 | $29K | Buy |
910
+99
| +12% | +$3.16K | 0.01% | 954 |
|
|
2021
Q4 | $36K | Buy |
811
+451
| +125% | +$20K | 0.01% | 995 |
|
|
2021
Q3 | $18K | Sell |
360
-39
| -10% | -$1.95K | ﹤0.01% | 1252 |
|
|
2021
Q2 | $31K | Buy |
399
+49
| +14% | +$3.81K | 0.01% | 1010 |
|
|
2021
Q1 | $20K | Hold |
350
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q4 | $29K | Sell |
350
-150
| -30% | -$12.4K | 0.01% | 859 |
|
|
2020
Q3 | $18K | Sell |
500
-3,000
| -86% | -$108K | 0.01% | 821 |
|
|
2020
Q2 | $85K | Sell |
3,500
-1,500
| -30% | -$36.4K | 0.03% | 383 |
|
|
2020
Q1 | $88K | Buy |
5,000
+100
| +2% | +$1.76K | 0.04% | 338 |
|
|
2019
Q4 | $85K | Buy |
4,900
+3,900
| +390% | +$67.7K | 0.03% | 368 |
|
|
2019
Q3 | $15K | Hold |
1,000
| – | – | 0.01% | 712 |
|
|
2019
Q2 | $20K | Hold |
1,000
| – | – | 0.01% | 640 |
|
|
2019
Q1 | $21K | Sell |
1,000
-42,518
| -98% | -$893K | 0.01% | 540 |
|
|
2018
Q4 | $899K | Sell |
43,518
-2,320
| -5% | -$47.9K | 0.59% | 26 |
|
|
2018
Q3 | $967K | Sell |
45,838
-8,467
| -16% | -$179K | 0.58% | 22 |
|
|
2018
Q2 | $828K | Buy |
54,305
+4,663
| +9% | +$71.1K | 0.89% | 20 |
|
|
2018
Q1 | $931K | Buy |
+49,642
| New | +$931K | 0.69% | 26 |
|