Valmark Advisers’s Daseke, Inc. Common Stock DSKE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-138,292
| Closed | -$709K | – | 510 |
|
2023
Q3 | $709K | Buy |
138,292
+21,732
| +19% | +$111K | 0.01% | 273 |
|
2023
Q2 | $831K | Buy |
116,560
+35,880
| +44% | +$256K | 0.02% | 253 |
|
2023
Q1 | $624K | Buy |
80,680
+65
| +0.1% | +$502 | 0.01% | 287 |
|
2022
Q4 | $459K | Sell |
80,615
-1,175
| -1% | -$6.69K | 0.01% | 321 |
|
2022
Q3 | $442K | Buy |
81,790
+677
| +0.8% | +$3.66K | 0.01% | 299 |
|
2022
Q2 | $518K | Sell |
81,113
-136
| -0.2% | -$869 | 0.01% | 288 |
|
2022
Q1 | $818K | Sell |
81,249
-18,041
| -18% | -$182K | 0.01% | 228 |
|
2021
Q4 | $997K | Buy |
99,290
+1,944
| +2% | +$19.5K | 0.02% | 197 |
|
2021
Q3 | $897K | Buy |
97,346
+2,965
| +3% | +$27.3K | 0.02% | 194 |
|
2021
Q2 | $612K | Buy |
94,381
+17,476
| +23% | +$113K | 0.01% | 261 |
|
2021
Q1 | $653K | Buy |
+76,905
| New | +$653K | 0.01% | 233 |
|