Arax Advisory Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5K | Sell |
166
-155
| -48% | -$10.8K | ﹤0.01% | 1902 |
|
|
2025
Q1 | $21.5K | Sell |
321
-461
| -59% | -$30.9K | ﹤0.01% | 1277 |
|
|
2024
Q4 | $52.7K | Buy |
782
+49
| +7% | +$3.3K | ﹤0.01% | 885 |
|
|
2024
Q3 | $54K | Buy |
733
+130
| +22% | +$9.58K | ﹤0.01% | 692 |
|
|
2024
Q2 | $43.2K | Buy |
+603
| New | +$43.2K | ﹤0.01% | 716 |
|
|
2018
Q4 | $65K | Buy |
1,501
+972
| +184% | +$42.1K | 0.03% | 236 |
|
|
2018
Q3 | $31K | Buy |
+529
| New | +$31K | 0.01% | 347 |
|