Cetera Advisor Networks’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $788K | Buy |
10,551
+58
| +0.6% | +$4.33K | ﹤0.01% | 1615 |
|
|
2023
Q4 | $686K | Buy |
10,493
+3,354
| +47% | +$219K | ﹤0.01% | 1636 |
|
|
2023
Q3 | $426K | Buy |
7,139
+1,470
| +26% | +$87.7K | ﹤0.01% | 1887 |
|
|
2023
Q2 | $354K | Buy |
5,669
+1,556
| +38% | +$97.3K | ﹤0.01% | 1967 |
|
|
2023
Q1 | $269K | Sell |
4,113
-5
| -0.1% | -$327 | ﹤0.01% | 2118 |
|
|
2022
Q4 | $242K | Sell |
4,118
-147
| -3% | -$8.65K | ﹤0.01% | 2141 |
|
|
2022
Q3 | $209K | Buy |
+4,265
| New | +$209K | ﹤0.01% | 1829 |
|
|
2020
Q3 | – | Sell |
-2,296
| Closed | -$107K | – | 1617 |
|
|
2020
Q2 | $107K | Buy |
+2,296
| New | +$107K | ﹤0.01% | 1465 |
|