WealthSource Partners’s Dana Inc DAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,915
| Closed | -$159K | – | 383 |
|
|
2020
Q3 | $159K | Sell |
12,915
-900
| -7% | -$11.1K | 0.02% | 342 |
|
|
2020
Q2 | $168K | Sell |
13,815
-2,350
| -15% | -$28.6K | 0.02% | 320 |
|
|
2020
Q1 | $126K | Buy |
16,165
+1,550
| +11% | +$12.1K | 0.02% | 323 |
|
|
2019
Q4 | $266K | Buy |
14,615
+750
| +5% | +$13.7K | 0.03% | 335 |
|
|
2019
Q3 | $200K | Buy |
13,865
+1,375
| +11% | +$19.8K | 0.03% | 411 |
|
|
2019
Q2 | $249K | Buy |
12,490
+590
| +5% | +$11.8K | 0.04% | 375 |
|
|
2019
Q1 | $211K | Buy |
+11,900
| New | +$211K | 0.05% | 321 |
|