Clearstead Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6K | Buy |
311
+192
| +161% | +$13.3K | ﹤0.01% | 1587 |
|
|
2025
Q1 | $7.99K | Buy |
119
+99
| +495% | +$6.64K | ﹤0.01% | 1664 |
|
|
2024
Q4 | $1.35K | Sell |
20
-90
| -82% | -$6.06K | ﹤0.01% | 1890 |
|
|
2024
Q3 | $8.11K | Hold |
110
| – | – | ﹤0.01% | 1623 |
|
|
2024
Q2 | $7.87K | Buy |
110
+88
| +400% | +$6.3K | ﹤0.01% | 1592 |
|
|
2024
Q1 | $1.64K | Hold |
22
| – | – | ﹤0.01% | 1341 |
|
|
2023
Q4 | $1.44K | Sell |
22
-164
| -88% | -$10.7K | ﹤0.01% | 1340 |
|
|
2023
Q3 | $11.1K | Buy |
+186
| New | +$11.1K | ﹤0.01% | 1104 |
|