Asset Dedication LLC’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1K | Hold |
|
|||||
|
2025
Q1 | $25.3K | Hold |
|
|||||
|
2024
Q4 | $25.4K | Hold |
|
|||||
|
2024
Q3 | $27.8K | Hold |
|
|||||
|
2024
Q2 | $27K | Hold |
|
|||||
|
2024
Q1 | $28K | Hold |
|
|||||
|
2023
Q4 | $25K | Hold |
|
|||||
|
2023
Q3 | $22K | Hold |
|
|||||
|
2023
Q2 | $24K | Hold |
|
|||||
|
2023
Q1 | $25K | Hold |
|
|||||
|
2022
Q4 | $22K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $16K | Sell |
|
|||||
|
2021
Q4 | $45K | Sell |
|
|||||
|
2021
Q3 | $46K | Buy |
|
|||||
|
2021
Q2 | $50K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $8K | Buy |
|