DiNuzzo Private Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46K | Sell |
21
-1
| -5% | -$69 | ﹤0.01% | 735 |
|
|
2025
Q1 | $1.48K | Hold |
22
| – | – | ﹤0.01% | 699 |
|
|
2024
Q4 | $1.48K | Hold |
22
| – | – | ﹤0.01% | 710 |
|
|
2024
Q3 | $1.62K | Hold |
22
| – | – | ﹤0.01% | 691 |
|
|
2024
Q2 | $1.58K | Buy |
22
+3
| +16% | +$215 | ﹤0.01% | 605 |
|
|
2024
Q1 | $1.42K | Hold |
19
| – | – | ﹤0.01% | 604 |
|
|
2023
Q4 | $1.24K | Buy |
+19
| New | +$1.24K | ﹤0.01% | 622 |
|