Dynamic Capital Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $238K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $648K | Sell |
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|
2017
Q1 | $1.18M | Sell |
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|
2016
Q4 | $1.85M | Sell |
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|
2016
Q3 | $2.35M | Sell |
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|
2016
Q2 | $2.69M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $225K | Sell |
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|
2015
Q3 | $1.34M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $706K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $382K | Buy |
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