Capstone Asset Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $595K | Buy |
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|
2017
Q1 | $594K | Sell |
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|
2016
Q4 | $564K | Sell |
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|
2016
Q3 | $503K | Buy |
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|
2016
Q2 | $430K | Buy |
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|
2016
Q1 | $397K | Buy |
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|
2015
Q4 | $355K | Sell |
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|
2015
Q3 | $368K | Buy |
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|
2015
Q2 | $437K | Sell |
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|
2015
Q1 | $477K | Buy |
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|
2014
Q4 | $456K | Sell |
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|
2014
Q3 | $488K | Buy |
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|
2014
Q2 | $495K | Sell |
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|
2014
Q1 | $598K | Sell |
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|
2013
Q4 | $669K | Sell |
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|
2013
Q3 | $1M | Buy |
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|
2013
Q2 | $917K | Buy |
|