Beacon Capital Management LLC (Tennessee)’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54K | Hold |
22
| – | – | ﹤0.01% | 937 |
|
|
2025
Q1 | $1.49K | Hold |
22
| – | – | ﹤0.01% | 990 |
|
|
2024
Q4 | $1.49K | Sell |
22
-63
| -74% | -$4.26K | ﹤0.01% | 942 |
|
|
2024
Q3 | $6.27K | Buy |
85
+63
| +286% | +$4.64K | ﹤0.01% | 760 |
|
|
2024
Q2 | $1.58K | Hold |
22
| – | – | ﹤0.01% | 896 |
|
|
2024
Q1 | $1.64K | Buy |
+22
| New | +$1.64K | ﹤0.01% | 905 |
|
|
2022
Q4 | – | Sell |
-78
| Closed | -$4K | – | 1004 |
|
|
2022
Q3 | $4K | Hold |
78
| – | – | ﹤0.01% | 622 |
|
|
2022
Q2 | $4K | Hold |
78
| – | – | ﹤0.01% | 665 |
|
|
2022
Q1 | $4K | Buy |
+78
| New | +$4K | ﹤0.01% | 666 |
|