Brian C. Broderick’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-10,050
| Closed | -$462K | – | 96 |
|
|
2017
Q3 | $462K | Sell |
10,050
-806
| -7% | -$37.1K | 0.17% | 73 |
|
|
2017
Q2 | $494K | Sell |
10,856
-300
| -3% | -$13.7K | 0.18% | 73 |
|
|
2017
Q1 | $508K | Hold |
11,156
| – | – | 0.21% | 69 |
|
|
2016
Q4 | $469K | Hold |
11,156
| – | – | 0.2% | 72 |
|
|
2016
Q3 | $416K | Sell |
11,156
-300
| -3% | -$11.2K | 0.18% | 77 |
|
|
2016
Q2 | $394K | Hold |
11,456
| – | – | 0.17% | 79 |
|
|
2016
Q1 | $366K | Buy |
11,456
+4,332
| +61% | +$138K | 0.16% | 82 |
|
|
2015
Q4 | $204K | Buy |
+7,124
| New | +$204K | 0.09% | 97 |
|