Advisornet Financial’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.6K | Sell |
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|
2025
Q2 | $18.4K | Sell |
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|
2025
Q1 | $18.7K | Buy |
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|
2024
Q4 | $16.8K | Hold |
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|
2024
Q3 | $18.4K | Hold |
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|
2024
Q2 | $17.9K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $47.8K | Sell |
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|
2023
Q3 | $85.2K | Sell |
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|
2023
Q2 | $110K | Buy |
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|
2023
Q1 | $93.5K | Buy |
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|
2022
Q4 | $84.1K | Buy |
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|
2022
Q3 | $69K | Hold |
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|
2022
Q2 | $67K | Sell |
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|
2022
Q1 | $2.24M | Sell |
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|
2021
Q4 | $2.57M | Sell |
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|
2021
Q3 | $2.51M | Sell |
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|
2021
Q2 | $3.77M | Buy |
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|
2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $2.13M | Sell |
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|
2020
Q3 | $1.94M | Sell |
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|
2020
Q2 | $2.19M | Sell |
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|
2020
Q1 | $1.85M | Buy |
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|
2019
Q4 | $2.17M | Buy |
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|
2019
Q3 | $1.7M | Hold |
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|
2019
Q2 | $1.66M | Buy |
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|
2019
Q1 | $1.55M | Sell |
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|
2018
Q4 | $1.41M | Sell |
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|
2018
Q3 | $1.9M | Buy |
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|
2018
Q2 | $388K | Buy |
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|
2018
Q1 | $114K | Hold |
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|
2017
Q4 | $123K | Buy |
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