Acrospire Investment Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-800
| Closed | -$36K | – | 389 |
|
|
2017
Q2 | $36K | Sell |
800
-2,300
| -74% | -$104K | 0.03% | 1150 |
|
|
2017
Q1 | $141K | Sell |
3,100
-7,400
| -70% | -$337K | 0.12% | 139 |
|
|
2016
Q4 | $442K | Buy |
+10,500
| New | +$442K | 0.18% | 33 |
|
|
2016
Q3 | – | Sell |
-200
| Closed | -$7K | – | 2001 |
|
|
2016
Q2 | $7K | Buy |
+200
| New | +$7K | 0.01% | 1805 |
|