Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-409
| Closed | -$25.4K | – | 2244 |
|
|
2024
Q1 | $25.4K | Sell |
409
-412
| -50% | -$25.5K | ﹤0.01% | 1433 |
|
|
2023
Q4 | $50.7K | Sell |
821
-149
| -15% | -$9.2K | ﹤0.01% | 1197 |
|
|
2023
Q3 | $54.6K | Sell |
970
-25
| -3% | -$1.41K | ﹤0.01% | 1152 |
|
|
2023
Q2 | $45.3K | Sell |
995
-270
| -21% | -$12.3K | ﹤0.01% | 1237 |
|
|
2023
Q1 | $51.7K | Buy |
1,265
+415
| +49% | +$17K | ﹤0.01% | 1192 |
|
|
2022
Q4 | $33K | Hold |
850
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q3 | $31K | Sell |
850
-440
| -34% | -$16K | ﹤0.01% | 1130 |
|
|
2022
Q2 | $38K | Sell |
1,290
-1,010
| -44% | -$29.8K | ﹤0.01% | 1407 |
|
|
2022
Q1 | $76K | Buy |
+2,300
| New | +$76K | ﹤0.01% | 1277 |
|