Steward Partners Investment Advisory’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,457
| Closed | -$207K | – | 849 |
|
|
2018
Q4 | $207K | Buy |
1,457
+787
| +117% | +$112K | 0.01% | 705 |
|
|
2018
Q3 | $95K | Buy |
+670
| New | +$95K | ﹤0.01% | 950 |
|
|
2017
Q4 | – | Sell |
-12
| Closed | -$1K | – | 1998 |
|
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 1640 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 1586 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1471 |
|
|
2016
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 850 |
|