Walled Lake Planning & Wealth Management’s Denali Therapeutics DNLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,020
| Closed | -$224K | – | 93 |
|
|
2021
Q4 | $224K | Hold |
5,020
| – | – | 0.13% | 87 |
|
|
2021
Q3 | $253K | Hold |
5,020
| – | – | 0.16% | 65 |
|
|
2021
Q2 | $394K | Hold |
5,020
| – | – | 0.26% | 51 |
|
|
2021
Q1 | $287K | Buy |
5,020
+820
| +20% | +$46.9K | 0.2% | 58 |
|
|
2020
Q4 | $352K | Buy |
4,200
+1,200
| +40% | +$101K | 0.27% | 48 |
|
|
2020
Q3 | $107K | Buy |
+3,000
| New | +$107K | 0.09% | 90 |
|