Berman Capital Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4K | Sell |
78
-1
| -1% | -$51 | ﹤0.01% | 1475 |
|
|
2021
Q2 | $5K | Hold |
79
| – | – | ﹤0.01% | 1337 |
|
|
2021
Q1 | $4K | Sell |
79
-12
| -13% | -$608 | ﹤0.01% | 1322 |
|
|
2020
Q4 | $5K | Hold |
91
| – | – | ﹤0.01% | 1135 |
|
|
2020
Q3 | $4K | Hold |
91
| – | – | ﹤0.01% | 1092 |
|
|
2020
Q2 | $4K | Buy |
91
+42
| +86% | +$1.85K | ﹤0.01% | 1037 |
|
|
2020
Q1 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 1271 |
|