Capital Analysts LLC’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 1290 |
|
|
2025
Q1 | $3K | Hold |
39
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q4 | $3K | Buy |
39
+1
| +3% | +$77 | ﹤0.01% | 1193 |
|
|
2024
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 1174 |
|
|
2024
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 1079 |
|
|
2024
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q4 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 1017 |
|