Waverly Advisors’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-20,000
| Closed | -$276K | – | 102 |
|
2015
Q4 | $276K | Buy |
+20,000
| New | +$276K | 0.12% | 97 |
|
2014
Q1 | – | Sell |
-20,000
| Closed | -$392K | – | 717 |
|
2013
Q4 | $392K | Hold |
20,000
| – | – | 0.14% | 84 |
|
2013
Q3 | $457K | Hold |
20,000
| – | – | 0.23% | 42 |
|
2013
Q2 | $385K | Buy |
+20,000
| New | +$385K | 0.22% | 51 |
|