Capital Bank & Trust’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-34
| Closed | -$2K | – | 712 |
|
|
2019
Q4 | $2K | Sell |
34
-40
| -54% | -$2.35K | ﹤0.01% | 666 |
|
|
2019
Q3 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 624 |
|
|
2018
Q4 | – | Sell |
-433
| Closed | -$25K | – | 732 |
|
|
2018
Q3 | $25K | Buy |
+433
| New | +$25K | ﹤0.01% | 561 |
|