Atria Wealth Solutions’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,800
| Closed | -$256K | – | 1894 |
|
|
2024
Q4 | $256K | Sell |
3,800
-70
| -2% | -$4.72K | ﹤0.01% | 1626 |
|
|
2024
Q3 | $285K | Sell |
3,870
-307
| -7% | -$22.6K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $299K | Sell |
4,177
-299
| -7% | -$21.4K | ﹤0.01% | 1487 |
|
|
2024
Q1 | $334K | Buy |
4,476
+70
| +2% | +$5.23K | ﹤0.01% | 1481 |
|
|
2023
Q4 | $288K | Hold |
4,406
| – | – | ﹤0.01% | 1519 |
|
|
2023
Q3 | $263K | Sell |
4,406
-5,152
| -54% | -$307K | ﹤0.01% | 1494 |
|
|
2023
Q2 | $599K | Buy |
9,558
+5,752
| +151% | +$360K | 0.01% | 1062 |
|
|
2023
Q1 | $249K | Hold |
3,806
| – | – | ﹤0.01% | 1520 |
|
|
2022
Q4 | $224K | Buy |
+3,806
| New | +$224K | ﹤0.01% | 1529 |
|
|
2022
Q2 | – | Sell |
-3,923
| Closed | -$204K | – | 1655 |
|
|
2022
Q1 | $204K | Buy |
+3,923
| New | +$204K | ﹤0.01% | 1588 |
|