WR Wealth Planners’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $62 | Hold |
5
| – | – | ﹤0.01% | 1085 |
|
|
2024
Q3 | $58 | Hold |
5
| – | – | ﹤0.01% | 1121 |
|
|
2024
Q2 | $46 | Sell |
5
-100
| -95% | -$920 | ﹤0.01% | 1127 |
|
|
2024
Q1 | $1.05K | Buy |
+105
| New | +$1.05K | ﹤0.01% | 964 |
|
|
2023
Q4 | – | Sell |
-5
| Closed | -$50 | – | 352 |
|
|
2023
Q3 | $50 | Hold |
5
| – | – | ﹤0.01% | 902 |
|
|
2023
Q2 | $58 | Hold |
5
| – | – | ﹤0.01% | 890 |
|
|
2023
Q1 | $59 | Hold |
5
| – | – | ﹤0.01% | 919 |
|
|
2022
Q4 | $61 | Hold |
5
| – | – | ﹤0.01% | 489 |
|
|
2022
Q3 | $62 | Hold |
5
| – | – | ﹤0.01% | 510 |
|
|
2022
Q2 | $75 | Hold |
5
| – | – | ﹤0.01% | 514 |
|
|
2022
Q1 | $88 | Buy |
+5
| New | +$88 | ﹤0.01% | 511 |
|