Disciplined Investments’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22
| Closed | -$1.38K | – | 463 |
|
|
2023
Q2 | $1.38K | Sell |
22
-2
| -8% | -$125 | ﹤0.01% | 824 |
|
|
2023
Q1 | $1.57K | Hold |
24
| – | – | ﹤0.01% | 776 |
|
|
2022
Q4 | $1.41K | Hold |
24
| – | – | ﹤0.01% | 756 |
|
|
2022
Q3 | $1K | Buy |
24
+2
| +9% | +$83 | ﹤0.01% | 856 |
|
|
2022
Q2 | $1K | Buy |
22
+3
| +16% | +$136 | ﹤0.01% | 869 |
|
|
2022
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 926 |
|