Wealthspire Advisors (Maryland)’s Dana Inc DAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-314
| Closed | -$6K | – | 840 |
|
|
2019
Q1 | $6K | Sell |
314
-13
| -4% | -$248 | ﹤0.01% | 1732 |
|
|
2018
Q4 | $4K | Buy |
327
+55
| +20% | +$673 | ﹤0.01% | 1802 |
|
|
2018
Q3 | $5K | Buy |
272
+46
| +20% | +$846 | ﹤0.01% | 1780 |
|
|
2018
Q2 | $5K | Sell |
226
-15
| -6% | -$332 | ﹤0.01% | 1773 |
|
|
2018
Q1 | $6K | Sell |
241
-95
| -28% | -$2.37K | ﹤0.01% | 1726 |
|
|
2017
Q4 | $11K | Buy |
336
+48
| +17% | +$1.57K | ﹤0.01% | 1538 |
|
|
2017
Q3 | $8K | Sell |
288
-13
| -4% | -$361 | ﹤0.01% | 1643 |
|
|
2017
Q2 | $7K | Buy |
301
+144
| +92% | +$3.35K | ﹤0.01% | 1652 |
|
|
2017
Q1 | $3K | Buy |
157
+101
| +180% | +$1.93K | ﹤0.01% | 1616 |
|
|
2016
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 1633 |
|
|
2016
Q3 | $1K | Sell |
56
-17
| -23% | -$304 | ﹤0.01% | 1631 |
|
|
2016
Q2 | $1K | Hold |
73
| – | – | ﹤0.01% | 1596 |
|
|
2016
Q1 | $1K | Buy |
73
+58
| +387% | +$795 | ﹤0.01% | 1637 |
|
|
2015
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1726 |
|