AP
Advisors Preferred’s Donaldson DCI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $372K | Buy |
+5,264
| New | +$372K | 0.06% | 133 |
|
2024
Q4 | – | Sell |
-7,676
| Closed | -$562K | – | 209 |
|
2024
Q3 | $562K | Buy |
+7,676
| New | +$562K | 0.09% | 104 |
|
2019
Q1 | – | Sell |
-2,460
| Closed | -$107K | – | 203 |
|
2018
Q4 | $107K | Buy |
+2,460
| New | +$107K | 0.13% | 65 |
|