PWP
DNKN
Principle Wealth Partners’s Dunkin' Brands Group, Inc. DNKN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-3,750
| Closed | -$307K | – | 275 |
|
2020
Q3 | $307K | Sell |
3,750
-725
| -16% | -$59.4K | 0.09% | 118 |
|
2020
Q2 | $292K | Buy |
+4,475
| New | +$292K | 0.09% | 121 |
|
2020
Q1 | – | Sell |
-3,750
| Closed | -$283K | – | 175 |
|
2019
Q4 | $283K | Sell |
3,750
-1,575
| -30% | -$119K | 0.09% | 135 |
|
2019
Q3 | $423K | Buy |
5,325
+1,575
| +42% | +$125K | 0.15% | 108 |
|
2019
Q2 | $299K | Hold |
3,750
| – | – | 0.15% | 106 |
|
2019
Q1 | $282K | Buy |
+3,750
| New | +$282K | 0.16% | 101 |
|