EverSource Wealth Advisors’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 | $167K | Buy |
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|
2025
Q2 | $141K | Buy |
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|
2025
Q1 | $73.7K | Sell |
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|
2024
Q4 | $76.6K | Buy |
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|
2024
Q3 | $57.8K | Buy |
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|
2024
Q2 | $58.4K | Buy |
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|
2024
Q1 | $55.3K | Buy |
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|
2023
Q4 | $38K | Buy |
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|
2023
Q3 | $33.5K | Sell |
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|
2023
Q2 | $35.8K | Buy |
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|
2023
Q1 | $36.7K | Hold |
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|
2022
Q4 | $33K | Hold |
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|
2022
Q3 | $27K | Buy |
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