American Portfolios Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $25.1K | Buy |
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|
2022
Q2 | $14.9K | Buy |
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|
2022
Q1 | $15.2K | Buy |
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|
2021
Q4 | $16.3K | Buy |
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|
2021
Q3 | $15.3K | Buy |
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|
2021
Q2 | $15.7K | Sell |
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|
2021
Q1 | $16.5K | Buy |
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|
2020
Q4 | $14.2K | Buy |
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|
2020
Q3 | $4.93K | Hold |
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|
2020
Q2 | $4.92K | Buy |
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|
2020
Q1 | $4.07K | Hold |
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|
2019
Q4 | $6.04K | Buy |
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|
2019
Q3 | $5.44K | Hold |
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|
2019
Q2 | $5.29K | Hold |
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|
2019
Q1 | $5.18K | Buy |
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|
2018
Q4 | $4.48K | Hold |
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|
2018
Q3 | $5.99K | Buy |
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|
2018
Q2 | $4.62K | Hold |
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|
2018
Q1 | $4.59K | Hold |
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|
2017
Q4 | $4.97K | Buy |
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