CX Institutional’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Hold |
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|
2025
Q1 | $53K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $23K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $18K | Hold |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $19K | Hold |
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|
2020
Q4 | $18K | Hold |
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|
2020
Q3 | $15K | Sell |
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|
2020
Q2 | $20K | Buy |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Sell |
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|
2019
Q3 | $4K | Sell |
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|
2019
Q2 | $7K | Sell |
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|
2019
Q1 | $32K | Buy |
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