EWA
Encompass Wealth Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,500
| Closed | -$258K | – | 104 |
|
|
2024
Q3 | $258K | Hold |
3,500
| – | – | 0.06% | 207 |
|
|
2024
Q2 | $250K | Hold |
3,500
| – | – | 0.07% | 201 |
|
|
2024
Q1 | $261K | Hold |
3,500
| – | – | 0.07% | 209 |
|
|
2023
Q4 | $229K | Hold |
3,500
| – | – | 0.07% | 196 |
|
|
2023
Q3 | $209K | Hold |
3,500
| – | – | 0.07% | 192 |
|
|
2023
Q2 | $219K | Hold |
3,500
| – | – | 0.07% | 190 |
|
|
2023
Q1 | $229K | Hold |
3,500
| – | – | 0.08% | 180 |
|
|
2022
Q4 | $206K | Buy |
+3,500
| New | +$206K | 0.08% | 191 |
|