BWM
Biltmore Wealth Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-45,072
| Closed | -$1.44M | – | 28 |
|
|
2016
Q1 | $1.44M | Hold |
45,072
| – | – | 1.21% | 9 |
|
|
2015
Q4 | $1.29M | Hold |
45,072
| – | – | 1.15% | 11 |
|
|
2015
Q3 | $1.27M | Hold |
45,072
| – | – | 1.13% | 12 |
|
|
2015
Q2 | $1.61M | Hold |
45,072
| – | – | 1.34% | 10 |
|
|
2015
Q1 | $1.7M | Hold |
45,072
| – | – | 1.44% | 10 |
|
|
2014
Q4 | $1.74M | Buy |
+45,072
| New | +$1.74M | 1.51% | 11 |
|