AF
Advisornet Financial’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4K | Sell |
265
-14
| -5% | -$971 | ﹤0.01% | 1275 |
|
|
2025
Q1 | $18.7K | Buy |
279
+29
| +12% | +$1.95K | ﹤0.01% | 1204 |
|
|
2024
Q4 | $16.8K | Hold |
250
| – | – | ﹤0.01% | 1174 |
|
|
2024
Q3 | $18.4K | Hold |
250
| – | – | ﹤0.01% | 1216 |
|
|
2024
Q2 | $17.9K | Buy |
+250
| New | +$17.9K | ﹤0.01% | 1123 |
|
|
2024
Q1 | – | Sell |
-732
| Closed | -$47.8K | – | 2147 |
|
|
2023
Q4 | $47.8K | Sell |
732
-697
| -49% | -$45.5K | ﹤0.01% | 816 |
|
|
2023
Q3 | $85.2K | Sell |
1,429
-325
| -19% | -$19.4K | 0.01% | 655 |
|
|
2023
Q2 | $110K | Buy |
1,754
+323
| +23% | +$20.2K | 0.01% | 630 |
|
|
2023
Q1 | $93.5K | Buy |
1,431
+3
| +0.2% | +$196 | 0.01% | 641 |
|
|
2022
Q4 | $84.1K | Buy |
1,428
+28
| +2% | +$1.65K | 0.01% | 662 |
|
|
2022
Q3 | $69K | Hold |
1,400
| – | – | 0.01% | 749 |
|
|
2022
Q2 | $67K | Sell |
1,400
-41,743
| -97% | -$2M | 0.01% | 783 |
|
|
2022
Q1 | $2.24M | Sell |
43,143
-283
| -0.7% | -$14.7K | 0.14% | 143 |
|
|
2021
Q4 | $2.57M | Sell |
43,426
-340
| -0.8% | -$20.1K | 0.16% | 126 |
|
|
2021
Q3 | $2.51M | Sell |
43,766
-15,563
| -26% | -$894K | 0.17% | 117 |
|
|
2021
Q2 | $3.77M | Buy |
59,329
+26,131
| +79% | +$1.66M | 0.25% | 94 |
|
|
2021
Q1 | $1.93M | Sell |
33,198
-4,966
| -13% | -$289K | 0.14% | 157 |
|
|
2020
Q4 | $2.13M | Sell |
38,164
-3,550
| -9% | -$198K | 0.17% | 131 |
|
|
2020
Q3 | $1.94M | Sell |
41,714
-5,349
| -11% | -$248K | 0.17% | 136 |
|
|
2020
Q2 | $2.19M | Sell |
47,063
-925
| -2% | -$43K | 0.18% | 129 |
|
|
2020
Q1 | $1.85M | Buy |
47,988
+10,336
| +27% | +$399K | 0.17% | 123 |
|
|
2019
Q4 | $2.17M | Buy |
37,652
+5,019
| +15% | +$289K | 0.18% | 116 |
|
|
2019
Q3 | $1.7M | Hold |
32,633
| – | – | 0.16% | 134 |
|
|
2019
Q2 | $1.66M | Buy |
32,633
+1,611
| +5% | +$82K | 0.18% | 121 |
|
|
2019
Q1 | $1.55M | Sell |
31,022
-1,564
| -5% | -$78.3K | 0.19% | 120 |
|
|
2018
Q4 | $1.41M | Sell |
32,586
-66
| -0.2% | -$2.86K | 0.2% | 111 |
|
|
2018
Q3 | $1.9M | Buy |
32,652
+24,057
| +280% | +$1.4M | 0.24% | 94 |
|
|
2018
Q2 | $388K | Buy |
8,595
+6,073
| +241% | +$274K | 0.05% | 277 |
|
|
2018
Q1 | $114K | Hold |
2,522
| – | – | 0.02% | 499 |
|
|
2017
Q4 | $123K | Buy |
+2,522
| New | +$123K | 0.02% | 437 |
|