CSat Investment Advisory’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-428
| Closed | -$20K | – | 634 |
|
|
2020
Q3 | $20K | Buy |
428
+53
| +14% | +$2.48K | ﹤0.01% | 856 |
|
|
2020
Q2 | $17K | Sell |
375
-34
| -8% | -$1.54K | ﹤0.01% | 878 |
|
|
2020
Q1 | $16K | Buy |
409
+67
| +20% | +$2.62K | ﹤0.01% | 771 |
|
|
2019
Q4 | $20K | Buy |
342
+42
| +14% | +$2.46K | 0.01% | 783 |
|
|
2019
Q3 | $16K | Buy |
300
+50
| +20% | +$2.67K | 0.01% | 768 |
|
|
2019
Q2 | $13K | Buy |
+250
| New | +$13K | ﹤0.01% | 792 |
|