Creative Financial Designs’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.59K | Buy |
95
+10
| +12% | +$694 | ﹤0.01% | 1452 |
|
|
2025
Q1 | $5.7K | Hold |
85
| – | – | ﹤0.01% | 1456 |
|
|
2024
Q4 | $5.73K | Hold |
85
| – | – | ﹤0.01% | 1395 |
|
|
2024
Q3 | $6.27K | Hold |
85
| – | – | ﹤0.01% | 1324 |
|
|
2024
Q2 | $6.08K | Hold |
85
| – | – | ﹤0.01% | 1280 |
|
|
2024
Q1 | $6.35K | Hold |
85
| – | – | ﹤0.01% | 1258 |
|
|
2023
Q4 | $5.56K | Hold |
85
| – | – | ﹤0.01% | 1243 |
|
|
2023
Q3 | $5.07K | Buy |
85
+64
| +305% | +$3.82K | ﹤0.01% | 1185 |
|
|
2023
Q2 | $1.31K | Hold |
21
| – | – | ﹤0.01% | 1352 |
|
|
2023
Q1 | $1.37K | Hold |
21
| – | – | ﹤0.01% | 1285 |
|
|
2022
Q4 | $1.24K | Hold |
21
| – | – | ﹤0.01% | 1195 |
|
|
2022
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1218 |
|
|
2022
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1179 |
|
|
2022
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1199 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1160 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1353 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1372 |
|
|
2021
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1257 |
|
|
2020
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1175 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1144 |
|
|
2020
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1088 |
|
|
2018
Q4 | – | Sell |
-21
| Closed | -$1K | – | 624 |
|
|
2018
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 684 |
|
|
2018
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 695 |
|
|
2018
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 646 |
|
|
2017
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 641 |
|
|
2017
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 675 |
|
|
2017
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 689 |
|
|
2017
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 645 |
|
|
2016
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 644 |
|