Claro Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $559K | Sell |
|
|||||
|
2024
Q4 | $597K | Sell |
|
|||||
|
2024
Q3 | $755K | Buy |
|
|||||
|
2024
Q2 | $718K | Sell |
|
|||||
|
2024
Q1 | $781K | Buy |
|
|||||
|
2023
Q4 | $668K | Sell |
|
|||||
|
2023
Q3 | $638K | Buy |
|
|||||
|
2023
Q2 | $637K | Buy |
|
|||||
|
2023
Q1 | $529K | Buy |
|
|||||
|
2022
Q4 | $437K | Buy |
|
|||||
|
2022
Q3 | $279K | Hold |
|
|||||
|
2022
Q2 | $279K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $31K | Buy |
|