Cobiz Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $214K | Sell |
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|
2018
Q4 | $266K | Hold |
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|
2018
Q3 | $358K | Sell |
|
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|
2018
Q2 | $289K | Sell |
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|
2018
Q1 | $303K | Sell |
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|
2017
Q4 | $361K | Sell |
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|
2017
Q3 | $356K | Sell |
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|
2017
Q2 | $413K | Hold |
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|
2017
Q1 | $413K | Sell |
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|
2016
Q4 | $408K | Sell |
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|
2016
Q3 | $394K | Buy |
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|
2016
Q2 | $359K | Sell |
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|
2016
Q1 | $419K | Sell |
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|
2015
Q4 | $449K | Sell |
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|
2015
Q3 | $452K | Sell |
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|
2015
Q2 | $578K | Sell |
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|
2015
Q1 | $656K | Sell |
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|
2014
Q4 | $801K | Sell |
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|
2014
Q3 | $863K | Sell |
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|
2014
Q2 | $918K | Sell |
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|
2014
Q1 | $951K | Sell |
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|
2013
Q4 | $1.03M | Sell |
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|
2013
Q3 | $935K | Sell |
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|
2013
Q2 | $1.04M | Buy |
|