Bell Investment Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46K | Hold |
21
| – | – | ﹤0.01% | 1463 |
|
|
2025
Q1 | $1.41K | Hold |
21
| – | – | ﹤0.01% | 1439 |
|
|
2024
Q4 | $1.42K | Hold |
21
| – | – | ﹤0.01% | 1465 |
|
|
2024
Q3 | $1.55K | Hold |
21
| – | – | ﹤0.01% | 1448 |
|
|
2024
Q2 | $1.5K | Hold |
21
| – | – | ﹤0.01% | 1471 |
|
|
2024
Q1 | $1.57K | Hold |
21
| – | – | ﹤0.01% | 1446 |
|
|
2023
Q4 | $1.37K | Hold |
21
| – | – | ﹤0.01% | 1476 |
|
|
2023
Q3 | $1.25K | Sell |
21
-10
| -32% | -$597 | ﹤0.01% | 1481 |
|
|
2023
Q2 | $1.94K | Sell |
31
-8
| -21% | -$500 | ﹤0.01% | 1314 |
|
|
2023
Q1 | $2.55K | Buy |
39
+8
| +26% | +$523 | ﹤0.01% | 1125 |
|
|
2022
Q4 | $1.83K | Hold |
31
| – | – | ﹤0.01% | 1339 |
|
|
2022
Q3 | $2K | Buy |
31
+10
| +48% | +$645 | ﹤0.01% | 1079 |
|
|
2022
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1399 |
|
|
2021
Q4 | – | Sell |
-8
| Closed | – | – | 1808 |
|
|
2021
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1738 |
|