Covestor’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Sell |
1,949
-4
| -0.2% | -$277 | 0.08% | 378 |
|
|
2025
Q1 | $131K | Buy |
1,953
+256
| +15% | +$17.2K | 0.09% | 327 |
|
|
2024
Q4 | $114K | Buy |
1,697
+381
| +29% | +$25.6K | 0.07% | 442 |
|
|
2024
Q3 | $97K | Buy |
1,316
+88
| +7% | +$6.49K | 0.06% | 529 |
|
|
2024
Q2 | $88K | Sell |
1,228
-539
| -31% | -$38.6K | 0.06% | 572 |
|
|
2024
Q1 | $132K | Buy |
1,767
+515
| +41% | +$38.5K | 0.08% | 346 |
|
|
2023
Q4 | $82K | Sell |
1,252
-6
| -0.5% | -$393 | 0.06% | 611 |
|
|
2023
Q3 | $75K | Buy |
1,258
+234
| +23% | +$14K | 0.06% | 581 |
|
|
2023
Q2 | $64K | Sell |
1,024
-485
| -32% | -$30.3K | 0.05% | 671 |
|
|
2023
Q1 | $99K | Buy |
1,509
+279
| +23% | +$18.3K | 0.09% | 378 |
|
|
2022
Q4 | $72K | Sell |
1,230
-584
| -32% | -$34.2K | 0.06% | 569 |
|
|
2022
Q3 | $89K | Sell |
1,814
-1,325
| -42% | -$65K | 0.08% | 411 |
|
|
2022
Q2 | $151K | Buy |
3,139
+722
| +30% | +$34.7K | 0.12% | 198 |
|
|
2022
Q1 | $126K | Buy |
2,417
+1,359
| +128% | +$70.8K | 0.08% | 364 |
|
|
2021
Q4 | $63K | Buy |
+1,058
| New | +$63K | 0.09% | 399 |
|