Stratos Wealth Partners’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-1,979
| Closed | -$37K | – | 1162 |
|
2018
Q3 | $37K | Buy |
+1,979
| New | +$37K | ﹤0.01% | 1595 |
|
2018
Q2 | – | Sell |
-1,070
| Closed | -$28K | – | 1306 |
|
2018
Q1 | $28K | Hold |
1,070
| – | – | ﹤0.01% | 1867 |
|
2017
Q4 | $34K | Buy |
+1,070
| New | +$34K | ﹤0.01% | 1691 |
|
2015
Q3 | – | Sell |
-56,865
| Closed | -$1.17M | – | 550 |
|
2015
Q2 | $1.17M | Buy |
56,865
+6,425
| +13% | +$132K | 0.15% | 134 |
|
2015
Q1 | $1.07M | Buy |
+50,440
| New | +$1.07M | 0.13% | 163 |
|