TCI Wealth Advisors’s Donnelley Financial Solutions DFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-236
| Closed | -$9.64K | – | 726 |
|
|
2023
Q1 | $9.64K | Hold |
236
| – | – | ﹤0.01% | 1110 |
|
|
2022
Q4 | $9.12K | Hold |
236
| – | – | ﹤0.01% | 1135 |
|
|
2022
Q3 | $9K | Hold |
236
| – | – | ﹤0.01% | 1061 |
|
|
2022
Q2 | $7K | Sell |
236
-195
| -45% | -$5.78K | ﹤0.01% | 1228 |
|
|
2022
Q1 | $14K | Buy |
431
+213
| +98% | +$6.92K | ﹤0.01% | 871 |
|
|
2021
Q4 | $10K | Buy |
218
+1
| +0.5% | +$46 | ﹤0.01% | 1150 |
|
|
2021
Q3 | $8K | Buy |
217
+91
| +72% | +$3.36K | ﹤0.01% | 1223 |
|
|
2021
Q2 | $4K | Sell |
126
-65
| -34% | -$2.06K | ﹤0.01% | 1535 |
|
|
2021
Q1 | $5K | Buy |
191
+65
| +52% | +$1.7K | ﹤0.01% | 1223 |
|
|
2020
Q4 | $2K | Buy |
+126
| New | +$2K | ﹤0.01% | 1174 |
|
|
2019
Q3 | – | Sell |
-42
| Closed | -$1K | – | 1510 |
|
|
2019
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 1169 |
|
|
2019
Q1 | $1K | Hold |
42
| – | – | ﹤0.01% | 1183 |
|
|
2018
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 1172 |
|
|
2017
Q3 | – | Sell |
-10
| Closed | – | – | 1332 |
|
|
2017
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1341 |
|
|
2017
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1308 |
|
|
2016
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1376 |
|