AUA Capital Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13
| Closed | -$765 | – | 148 |
|
|
2022
Q4 | $765 | Sell |
13
-24
| -65% | -$1.41K | ﹤0.01% | 318 |
|
|
2022
Q3 | $2K | Hold |
37
| – | – | ﹤0.01% | 252 |
|
|
2022
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 263 |
|
|
2022
Q1 | $2K | Buy |
37
+14
| +61% | +$757 | ﹤0.01% | 276 |
|
|
2021
Q4 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 316 |
|