Dynamic Advisor Solutions’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $850K | Sell |
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|
2025
Q2 | $741K | Sell |
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|
2025
Q1 | $725K | Sell |
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|
2024
Q4 | $743K | Sell |
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|
2024
Q3 | $859K | Sell |
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|
2024
Q2 | $839K | Sell |
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|
2024
Q1 | $881K | Sell |
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|
2023
Q4 | $756K | Sell |
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|
2023
Q3 | $749K | Sell |
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|
2023
Q2 | $813K | Buy |
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|
2023
Q1 | $816K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $807K | Buy |
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|
2020
Q3 | $664K | Buy |
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|
2020
Q2 | $665K | Buy |
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|
2020
Q1 | $550K | Buy |
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|
2019
Q4 | $803K | Sell |
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|
2019
Q3 | $792K | Hold |
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|
2019
Q2 | $773K | Buy |
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|
2019
Q1 | $751K | Sell |
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|
2018
Q4 | $736K | Sell |
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|
2018
Q3 | $912K | Buy |
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|
2018
Q2 | $689K | Buy |
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|
2018
Q1 | $686K | Buy |
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|
2017
Q4 | $711K | Buy |
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|
2017
Q3 | $664K | Buy |
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|
2017
Q2 | $647K | Buy |
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|
2017
Q1 | $638K | Buy |
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|
2016
Q4 | $577K | Buy |
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|
2016
Q3 | $511K | Buy |
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|
2016
Q2 | $464K | Hold |
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|
2016
Q1 | $431K | Sell |
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|
2015
Q4 | $401K | Buy |
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|
2015
Q3 | $390K | Buy |
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|
2015
Q2 | $460K | Buy |
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|
2015
Q1 | $460K | Sell |
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|
2014
Q4 | $492K | Buy |
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|
2014
Q3 | $508K | Buy |
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|
2014
Q2 | $511K | Hold |
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|
2014
Q1 | $512K | Buy |
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|
2013
Q4 | $487K | Buy |
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