Wealthspire Advisors (Maryland)’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-72
| Closed | -$1K | – | 2499 |
|
|
2018
Q4 | $1K | Buy |
72
+62
| +620% | +$861 | ﹤0.01% | 2251 |
|
|
2018
Q3 | $0 | Sell |
10
-10
| -50% | – | ﹤0.01% | 2405 |
|
|
2018
Q2 | $0 | Buy |
20
+10
| +100% | – | ﹤0.01% | 2461 |
|
|
2018
Q1 | $0 | Sell |
10
-47
| -82% | – | ﹤0.01% | 2522 |
|
|
2017
Q4 | $1K | Buy |
57
+22
| +63% | +$386 | ﹤0.01% | 2262 |
|
|
2017
Q3 | $1K | Sell |
35
-14
| -29% | -$400 | ﹤0.01% | 2079 |
|
|
2017
Q2 | $1K | Hold |
49
| – | – | ﹤0.01% | 2072 |
|
|
2017
Q1 | $1K | Sell |
49
-5
| -9% | -$102 | ﹤0.01% | 1786 |
|
|
2016
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 1635 |
|