CI
CX Institutional’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Hold |
784
| – | – | ﹤0.01% | 845 |
|
|
2025
Q1 | $53K | Buy |
+784
| New | +$53K | ﹤0.01% | 825 |
|
|
2022
Q3 | – | Sell |
-480
| Closed | -$23K | – | 610 |
|
|
2022
Q2 | $23K | Buy |
+480
| New | +$23K | ﹤0.01% | 815 |
|
|
2021
Q4 | – | Sell |
-320
| Closed | -$18K | – | 456 |
|
|
2021
Q3 | $18K | Hold |
320
| – | – | ﹤0.01% | 755 |
|
|
2021
Q2 | $20K | Hold |
320
| – | – | ﹤0.01% | 737 |
|
|
2021
Q1 | $19K | Hold |
320
| – | – | ﹤0.01% | 677 |
|
|
2020
Q4 | $18K | Hold |
320
| – | – | ﹤0.01% | 629 |
|
|
2020
Q3 | $15K | Sell |
320
-114
| -26% | -$5.34K | ﹤0.01% | 605 |
|
|
2020
Q2 | $20K | Buy |
434
+394
| +985% | +$18.2K | ﹤0.01% | 436 |
|
|
2020
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 658 |
|
|
2019
Q4 | $2K | Sell |
40
-46
| -53% | -$2.3K | ﹤0.01% | 661 |
|
|
2019
Q3 | $4K | Sell |
86
-42
| -33% | -$1.95K | ﹤0.01% | 615 |
|
|
2019
Q2 | $7K | Sell |
128
-510
| -80% | -$27.9K | ﹤0.01% | 542 |
|
|
2019
Q1 | $32K | Buy |
+638
| New | +$32K | 0.01% | 358 |
|