DFPG Investments’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $294K | Sell |
4,620
-202
| -4% | -$12.8K | 0.02% | 521 |
|
|
2023
Q3 | $285K | Sell |
4,822
-757
| -14% | -$44.7K | 0.03% | 485 |
|
|
2023
Q2 | $349K | Buy |
5,579
+694
| +14% | +$43.4K | 0.03% | 445 |
|
|
2023
Q1 | $319K | Buy |
4,885
+508
| +12% | +$33.2K | 0.03% | 422 |
|
|
2022
Q4 | $267K | Buy |
+4,377
| New | +$267K | 0.04% | 379 |
|