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Capital Asset Advisory Services’s Donaldson DCI Stock Holding History

Capital Asset Advisory Services’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-70
Closed -$4K – 858
2020
Q4 		$4K Buy
+70
New +$3.69K ﹤0.01% 1309

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Capital Asset Advisory Services's DCI Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Donaldson (DCI) in Q1 2021, closing a stake of 70 shares — an estimated $4K sold.

Capital Asset Advisory Services first reported a position in DCI in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 408 funds tracked by Wall St. Rank hold DCI as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Donaldson position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 70 Donaldson shares in Q1 2021, an estimated $4K.
  • Capital Asset Advisory Services first reported a position in Donaldson in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Donaldson position peaked at $4K in Q4 2020.
  • 408 funds tracked by Wall St. Rank held Donaldson as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.