Diversified Trust’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $212K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $942K | Buy |
|
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|
2024
Q2 | $532K | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $422K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $635K | Sell |
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|
2021
Q4 | $773K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $452K | Buy |
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