Triad Investment Management’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-19,646
| Closed | -$230K | – | 43 |
|
2023
Q4 | $230K | Hold |
19,646
| – | – | 0.3% | 40 |
|
2023
Q3 | $196K | Sell |
19,646
-4,000
| -17% | -$40K | 0.29% | 44 |
|
2023
Q2 | $274K | Buy |
23,646
+2,000
| +9% | +$23.1K | 0.38% | 42 |
|
2023
Q1 | $254K | Buy |
21,646
+11,645
| +116% | +$137K | 0.37% | 43 |
|
2022
Q4 | $123K | Buy |
+10,001
| New | +$123K | 0.19% | 54 |
|