CWM
CIBC World Markets’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,000
| Closed | -$1.06M | – | 638 |
|
|
2022
Q4 | $1.06M | Buy |
+18,000
| New | +$1.06M | 0.01% | 586 |
|
|
2021
Q2 | – | Sell |
-13,542
| Closed | -$788K | – | 689 |
|
|
2021
Q1 | $788K | Buy |
+13,542
| New | +$788K | ﹤0.01% | 629 |
|
|
2020
Q1 | – | Sell |
-80,700
| Closed | -$4.65M | – | 596 |
|
|
2019
Q4 | $4.65M | Buy |
+80,700
| New | +$4.65M | 0.03% | 382 |
|