Perigon Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-625
| Closed | -$11K | – | 319 |
|
|
2018
Q1 | $11K | Hold |
625
| – | – | ﹤0.01% | 501 |
|
|
2017
Q4 | $12K | Hold |
625
| – | – | ﹤0.01% | 472 |
|
|
2017
Q3 | $13K | Hold |
625
| – | – | ﹤0.01% | 483 |
|
|
2017
Q2 | $14K | Sell |
625
-2,250
| -78% | -$50.4K | ﹤0.01% | 470 |
|
|
2017
Q1 | $55K | Hold |
2,875
| – | – | 0.01% | 381 |
|
|
2016
Q4 | $61K | Buy |
+2,875
| New | +$61K | 0.01% | 338 |
|