Sequoia Financial Advisors’s Diebold Nixdorf Incorporated DBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,377
| Closed | -$26.9K | – | 1003 |
|
|
2023
Q1 | $26.9K | Buy |
22,377
+102
| +0.5% | +$122 | ﹤0.01% | 829 |
|
|
2022
Q4 | $31.6K | Buy |
+22,275
| New | +$31.6K | ﹤0.01% | 790 |
|
|
2022
Q2 | – | Sell |
-20,205
| Closed | -$136K | – | 698 |
|
|
2022
Q1 | $136K | Buy |
20,205
+297
| +1% | +$2K | ﹤0.01% | 631 |
|
|
2021
Q4 | $180K | Sell |
19,908
-21,092
| -51% | -$191K | ﹤0.01% | 556 |
|
|
2021
Q3 | $415K | Buy |
41,000
+600
| +1% | +$6.07K | 0.04% | 172 |
|
|
2021
Q2 | $519K | Hold |
40,400
| – | – | 0.02% | 274 |
|
|
2021
Q1 | $571K | Hold |
40,400
| – | – | 0.02% | 242 |
|
|
2020
Q4 | $431K | Hold |
40,400
| – | – | 0.02% | 272 |
|
|
2020
Q3 | $309K | Sell |
40,400
-8,750
| -18% | -$66.9K | 0.02% | 292 |
|
|
2020
Q2 | $298K | Hold |
49,150
| – | – | 0.02% | 292 |
|
|
2020
Q1 | $173K | Buy |
+49,150
| New | +$173K | 0.01% | 334 |
|
|
2019
Q4 | – | Sell |
-20,000
| Closed | -$224K | – | 398 |
|
|
2019
Q3 | $224K | Buy |
+20,000
| New | +$224K | 0.02% | 322 |
|