Bruce G. Allen Investments’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08K | Buy |
30
+21
| +233% | +$1.46K | ﹤0.01% | 702 |
|
|
2025
Q1 | $604 | Hold |
9
| – | – | ﹤0.01% | 901 |
|
|
2024
Q4 | $606 | Hold |
9
| – | – | ﹤0.01% | 924 |
|
|
2024
Q3 | $663 | Hold |
9
| – | – | ﹤0.01% | 900 |
|
|
2024
Q2 | $644 | Hold |
9
| – | – | ﹤0.01% | 831 |
|
|
2024
Q1 | $672 | Hold |
9
| – | – | ﹤0.01% | 833 |
|
|
2023
Q4 | $588 | Buy |
+9
| New | +$588 | ﹤0.01% | 897 |
|