Avidian Wealth Enterprises’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 |
-3,200
| Closed | -$216K | – | 528 |
|
|
2024
Q4 | $216K | Hold |
3,200
| – | – | 0.01% | 471 |
|
|
2024
Q3 | $236K | Hold |
3,200
| – | – | 0.01% | 449 |
|
|
2024
Q2 | $229K | Hold |
3,200
| – | – | 0.01% | 444 |
|
|
2024
Q1 | $239K | Hold |
3,200
| – | – | 0.01% | 385 |
|
|
2023
Q4 | $209K | Buy |
+3,200
| New | +$209K | 0.01% | 393 |
|
|
2023
Q3 | – | Sell |
-3,200
| Closed | -$200K | – | 402 |
|
|
2023
Q2 | $200K | Hold |
3,200
| – | – | 0.01% | 397 |
|
|
2023
Q1 | $209K | Buy |
+3,200
| New | +$209K | 0.01% | 443 |
|
|
2022
Q1 | – | Sell |
-3,589
| Closed | -$213K | – | 497 |
|
|
2021
Q4 | $213K | Buy |
3,589
+1
| +0% | +$59 | 0.01% | 474 |
|
|
2021
Q3 | $206K | Buy |
3,588
+1
| +0% | +$57 | 0.02% | 346 |
|
|
2021
Q2 | $228K | Buy |
3,587
+29
| +0.8% | +$1.84K | 0.02% | 341 |
|
|
2021
Q1 | $207K | Buy |
+3,558
| New | +$207K | 0.02% | 336 |
|