ETrade Capital Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,686
| Closed | -$435K | – | 792 |
|
|
2019
Q1 | $435K | Buy |
8,686
+1,240
| +17% | +$62.1K | 0.01% | 583 |
|
|
2018
Q4 | $323K | Buy |
7,446
+1,444
| +24% | +$62.6K | 0.01% | 599 |
|
|
2018
Q3 | $350K | Buy |
+6,002
| New | +$350K | 0.01% | 640 |
|
|
2018
Q1 | – | Sell |
-4,132
| Closed | -$202K | – | 751 |
|
|
2017
Q4 | $202K | Buy |
+4,132
| New | +$202K | 0.01% | 714 |
|
|
2013
Q4 | – | Sell |
-25
| Closed | -$1K | – | 852 |
|
|
2013
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 876 |
|