AWA
Artemis Wealth Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-641
| Closed | -$38.3K | – | 37 |
|
|
2023
Q3 | $38.3K | Buy |
+641
| New | +$38.3K | 0.01% | 46 |
|
|
2022
Q2 | – | Sell |
-688
| Closed | -$35.7K | – | 133 |
|
|
2022
Q1 | $35.7K | Buy |
+688
| New | +$35.7K | 0.01% | 41 |
|
|
2021
Q2 | – | Sell |
-335
| Closed | -$19.5K | – | 80 |
|
|
2021
Q1 | $19.5K | Buy |
+335
| New | +$19.5K | ﹤0.01% | 67 |
|
|
2020
Q1 | – | Sell |
-280
| Closed | -$16.1K | – | 87 |
|
|
2019
Q4 | $16.1K | Buy |
+280
| New | +$16.1K | 0.01% | 95 |
|