Capital Advisors Ltd’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4K | Buy |
56
+8
| +17% | +$571 | ﹤0.01% | 953 |
|
|
2025
Q1 | $3K | Sell |
48
-1
| -2% | -$63 | ﹤0.01% | 975 |
|
|
2024
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 999 |
|
|
2024
Q3 | $4K | Sell |
49
-39
| -44% | -$3.18K | ﹤0.01% | 950 |
|
|
2024
Q2 | $6K | Buy |
88
+39
| +80% | +$2.66K | ﹤0.01% | 867 |
|
|
2024
Q1 | $4K | Hold |
49
| – | – | ﹤0.01% | 909 |
|
|
2023
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 934 |
|
|
2023
Q3 | $3K | Hold |
49
| – | – | ﹤0.01% | 927 |
|
|
2023
Q2 | $3K | Hold |
49
| – | – | ﹤0.01% | 933 |
|
|
2023
Q1 | $3K | Hold |
49
| – | – | ﹤0.01% | 797 |
|
|
2022
Q4 | $3K | Hold |
49
| – | – | ﹤0.01% | 753 |
|
|
2022
Q3 | $2K | Buy |
49
+30
| +158% | +$1.22K | ﹤0.01% | 826 |
|
|
2022
Q2 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 757 |
|