Avion Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
16
+8
| +100% | +$500 | ﹤0.01% | 942 |
|
|
2025
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1089 |
|
|
2024
Q4 | – | Sell |
-8
| Closed | – | – | 1063 |
|
|
2024
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1071 |
|
|
2024
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 986 |
|
|
2024
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 899 |
|
|
2023
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 747 |
|
|
2023
Q3 | $0 | Sell |
8
-8
| -50% | – | ﹤0.01% | 875 |
|
|
2023
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 548 |
|