Cetera Investment Advisers’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.44M | Buy |
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|
2025
Q2 | $654K | Sell |
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|
2025
Q1 | $756K | Buy |
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|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $747K | Sell |
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|
2024
Q2 | $876K | Sell |
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|
2024
Q1 | $951K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $297K | Hold |
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|
2021
Q3 | $288K | Buy |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $243K | Buy |
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