Aigen Investment Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,983
| Closed | -$357K | – | 789 |
|
|
2024
Q2 | $357K | Buy |
+4,983
| New | +$357K | 0.07% | 420 |
|
|
2023
Q1 | – | Sell |
-3,615
| Closed | -$213K | – | 666 |
|
|
2022
Q4 | $213K | Buy |
+3,615
| New | +$213K | 0.03% | 441 |
|
|
2021
Q2 | – | Sell |
-3,559
| Closed | -$207K | – | 531 |
|
|
2021
Q1 | $207K | Buy |
+3,559
| New | +$207K | 0.03% | 535 |
|
|
2020
Q2 | – | Sell |
-177
| Closed | -$7K | – | 921 |
|
|
2020
Q1 | $7K | Buy |
+177
| New | +$7K | ﹤0.01% | 1156 |
|