Essex Financial Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
3,131
-60
| -2% | -$4.16K | 0.01% | 639 |
|
|
2025
Q1 | $214K | Sell |
3,191
-6
| -0.2% | -$402 | 0.02% | 587 |
|
|
2024
Q4 | $215K | Buy |
3,197
+119
| +4% | +$8.02K | 0.02% | 585 |
|
|
2024
Q3 | $227K | Sell |
3,078
-178
| -5% | -$13.1K | 0.02% | 566 |
|
|
2024
Q2 | $234K | Buy |
+3,256
| New | +$234K | 0.02% | 540 |
|