CIBC Private Wealth Group’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 | $2.59M | Buy |
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|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $1.57M | Sell |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $1.55M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $1.01M | Buy |
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|
2023
Q4 | $887K | Sell |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.1M | Hold |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $902K | Hold |
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|
2022
Q2 | $886K | Hold |
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|
2022
Q1 | $956K | Hold |
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|
2021
Q4 | $1.09M | Hold |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $992K | Hold |
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|
2021
Q1 | $909K | Sell |
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|
2020
Q4 | $889K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $774K | Sell |
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|
2019
Q1 | $775K | Buy |
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|
2018
Q4 | $651K | Buy |
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