Arkadios Wealth Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-78
| Closed | -$4K | – | 833 |
|
|
2021
Q3 | $4K | Sell |
78
-70
| -47% | -$3.59K | ﹤0.01% | 1638 |
|
|
2021
Q2 | $9K | Buy |
148
+70
| +90% | +$4.26K | ﹤0.01% | 1558 |
|
|
2021
Q1 | $4K | Hold |
78
| – | – | ﹤0.01% | 1405 |
|
|
2020
Q4 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 1147 |
|