Cornerstone Advisors (Washington)’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8K | Sell |
164
-78
| -32% | -$3.81K | ﹤0.01% | 451 |
|
|
2020
Q2 | $11K | Sell |
242
-141
| -37% | -$6.41K | ﹤0.01% | 423 |
|
|
2020
Q1 | $15K | Buy |
383
+252
| +192% | +$9.87K | ﹤0.01% | 371 |
|
|
2019
Q4 | $8K | Buy |
131
+42
| +47% | +$2.57K | ﹤0.01% | 449 |
|
|
2019
Q3 | $5K | Buy |
89
+48
| +117% | +$2.7K | ﹤0.01% | 482 |
|
|
2019
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 1120 |
|
|
2019
Q1 | $2K | Buy |
41
+5
| +14% | +$244 | ﹤0.01% | 994 |
|
|
2018
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 871 |
|
|
2018
Q3 | $2K | Buy |
36
+11
| +44% | +$611 | ﹤0.01% | 880 |
|
|
2018
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 958 |
|
|
2018
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 942 |
|