AIM
Advantage Investment Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $43K | Buy |
841
+4
| +0.5% | +$205 | 0.03% | 366 |
|
|
2019
Q2 | $43K | Buy |
837
+3
| +0.4% | +$154 | 0.03% | 375 |
|
|
2019
Q1 | $42K | Buy |
834
+3
| +0.4% | +$151 | 0.03% | 377 |
|
|
2018
Q4 | $36K | Buy |
831
+4
| +0.5% | +$173 | 0.03% | 393 |
|
|
2018
Q3 | $48K | Buy |
827
+3
| +0.4% | +$174 | 0.03% | 397 |
|
|
2018
Q2 | $37K | Buy |
+824
| New | +$37K | 0.03% | 416 |
|
|
2017
Q1 | – | Sell |
-2,057
| Closed | -$87K | – | 987 |
|
|
2016
Q4 | $87K | Buy |
+2,057
| New | +$87K | 0.03% | 240 |
|