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Beacon Capital Management LLC (Tennessee)’s Donaldson DCI Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-22
Closed -$1.54K – 328
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% -$4.65K ﹤0.01% 942
2024
Q3 		$6.26K Buy
85
+63
+286% +$4.55K ﹤0.01% 760
2024
Q2 		$1.58K Hold
22
– – ﹤0.01% 896
2024
Q1 		$1.64K Buy
+22
New +$1.5K ﹤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% 666
2022
Q1 		$4K Buy
+78
New +$4.25K ﹤0.01% 667

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