Buffington Mohr McNeal’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,334
| Closed | -$67K | – | 158 |
|
|
2019
Q1 | $67K | Buy |
+1,334
| New | +$67K | 0.02% | 169 |
|
|
2016
Q3 | – | Sell |
-28,125
| Closed | -$966K | – | 159 |
|
|
2016
Q2 | $966K | Sell |
28,125
-1,075
| -4% | -$36.9K | 0.43% | 51 |
|
|
2016
Q1 | $931K | Buy |
29,200
+9,200
| +46% | +$293K | 0.41% | 52 |
|
|
2015
Q4 | $573K | Buy |
+20,000
| New | +$573K | 0.31% | 55 |
|