Advisor Group’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $135K | Buy |
2,350
+67
| +3% | +$3.85K | ﹤0.01% | 2704 |
|
|
2019
Q3 | $119K | Sell |
2,283
-123
| -5% | -$6.41K | ﹤0.01% | 2758 |
|
|
2019
Q2 | $122K | Buy |
2,406
+112
| +5% | +$5.68K | ﹤0.01% | 2705 |
|
|
2019
Q1 | $116K | Sell |
2,294
-998
| -30% | -$50.5K | ﹤0.01% | 2731 |
|
|
2018
Q4 | $144K | Buy |
3,292
+241
| +8% | +$10.5K | ﹤0.01% | 2343 |
|
|
2018
Q3 | $178K | Buy |
3,051
+163
| +6% | +$9.51K | ﹤0.01% | 2265 |
|
|
2018
Q2 | $131K | Sell |
2,888
-85
| -3% | -$3.86K | ﹤0.01% | 2297 |
|
|
2018
Q1 | $133K | Sell |
2,973
-166
| -5% | -$7.43K | ﹤0.01% | 2305 |
|
|
2017
Q4 | $154K | Buy |
3,139
+1,498
| +91% | +$73.5K | ﹤0.01% | 2208 |
|
|
2017
Q3 | $76K | Buy |
1,641
+211
| +15% | +$9.77K | ﹤0.01% | 2636 |
|
|
2017
Q2 | $66K | Sell |
1,430
-214
| -13% | -$9.88K | ﹤0.01% | 2622 |
|
|
2017
Q1 | $76K | Sell |
1,644
-43
| -3% | -$1.99K | ﹤0.01% | 2368 |
|
|
2016
Q4 | $71K | Buy |
1,687
+193
| +13% | +$8.12K | ﹤0.01% | 2317 |
|
|
2016
Q3 | $55K | Sell |
1,494
-262
| -15% | -$9.65K | ﹤0.01% | 2463 |
|
|
2016
Q2 | $58K | Buy |
+1,756
| New | +$58K | ﹤0.01% | 2313 |
|