Brown, Lisle/Cummings’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-125
| Closed | -$8.17K | – | 561 |
|
|
2023
Q4 | $8.17K | Hold |
125
| – | – | ﹤0.01% | 459 |
|
|
2023
Q3 | $7.46K | Hold |
125
| – | – | ﹤0.01% | 439 |
|
|
2023
Q2 | $7.81K | Hold |
125
| – | – | ﹤0.01% | 441 |
|
|
2023
Q1 | $8.17K | Hold |
125
| – | – | ﹤0.01% | 421 |
|
|
2022
Q4 | $7.36K | Hold |
125
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $6.13K | Hold |
125
| – | – | ﹤0.01% | 418 |
|
|
2022
Q2 | $6.02K | Hold |
125
| – | – | ﹤0.01% | 405 |
|
|
2022
Q1 | $6.49K | Hold |
125
| – | – | ﹤0.01% | 424 |
|
|
2021
Q4 | $7.41K | Buy |
+125
| New | +$7.41K | ﹤0.01% | 399 |
|