Summit Wealth Partners’s Denison Mines DNN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50,929
| Closed | -$93.2K | – | 210 |
|
|
2024
Q3 | $93.2K | Hold |
50,929
| – | – | 0.02% | 233 |
|
|
2024
Q2 | $101K | Hold |
50,929
| – | – | 0.02% | 220 |
|
|
2024
Q1 | $99.3K | Hold |
50,929
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $90.1K | Hold |
50,929
| – | – | 0.02% | 210 |
|
|
2023
Q3 | $84K | Hold |
50,929
| – | – | 0.02% | 181 |
|
|
2023
Q2 | $63.7K | Hold |
50,929
| – | – | 0.02% | 179 |
|
|
2023
Q1 | $55.5K | Hold |
50,929
| – | – | 0.01% | 183 |
|
|
2022
Q4 | $58.6K | Hold |
50,929
| – | – | 0.02% | 174 |
|
|
2022
Q3 | $60.6K | Hold |
50,929
| – | – | 0.02% | 156 |
|
|
2022
Q2 | $49.6K | Hold |
50,929
| – | – | 0.01% | 160 |
|
|
2022
Q1 | $81.5K | Hold |
50,929
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $69.8K | Buy |
50,929
+6,944
| +16% | +$9.51K | 0.02% | 161 |
|
|
2021
Q3 | $64.7K | Buy |
43,985
+10,416
| +31% | +$15.3K | 0.02% | 148 |
|
|
2021
Q2 | $39.9K | Buy |
33,569
+9,175
| +38% | +$10.9K | 0.01% | 154 |
|
|
2021
Q1 | $26.6K | Buy |
+24,394
| New | +$26.6K | 0.01% | 149 |
|