YorkBridge Wealth Partners’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-200
| Closed | -$29K | – | 795 |
|
|
2018
Q4 | $29K | Hold |
200
| – | – | 0.02% | 386 |
|
|
2018
Q3 | $29K | Hold |
200
| – | – | 0.01% | 434 |
|
|
2018
Q2 | $25K | Hold |
200
| – | – | 0.01% | 483 |
|
|
2018
Q1 | $23K | Hold |
200
| – | – | 0.01% | 491 |
|
|
2017
Q4 | $23K | Hold |
200
| – | – | 0.01% | 478 |
|
|
2017
Q3 | $23K | Hold |
200
| – | – | 0.01% | 491 |
|
|
2017
Q2 | $22K | Hold |
200
| – | – | 0.01% | 492 |
|
|
2017
Q1 | $22K | Hold |
200
| – | – | 0.01% | 494 |
|
|
2016
Q4 | $25K | Buy |
+200
| New | +$25K | 0.01% | 446 |
|