EverSource Wealth Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Buy |
2,032
+933
| +85% | +$64.7K | 0.01% | 1027 |
|
|
2025
Q1 | $73.7K | Sell |
1,099
-38
| -3% | -$2.55K | ﹤0.01% | 1042 |
|
|
2024
Q4 | $76.6K | Buy |
1,137
+353
| +45% | +$23.8K | ﹤0.01% | 1004 |
|
|
2024
Q3 | $57.8K | Buy |
784
+3
| +0.4% | +$221 | ﹤0.01% | 1003 |
|
|
2024
Q2 | $58.4K | Buy |
781
+15
| +2% | +$1.12K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $55.3K | Buy |
766
+184
| +32% | +$13.3K | ﹤0.01% | 938 |
|
|
2023
Q4 | $38K | Buy |
582
+21
| +4% | +$1.37K | ﹤0.01% | 1004 |
|
|
2023
Q3 | $33.5K | Sell |
561
-12
| -2% | -$716 | ﹤0.01% | 955 |
|
|
2023
Q2 | $35.8K | Buy |
573
+12
| +2% | +$750 | ﹤0.01% | 961 |
|
|
2023
Q1 | $36.7K | Hold |
561
| – | – | ﹤0.01% | 892 |
|
|
2022
Q4 | $33K | Hold |
561
| – | – | 0.01% | 920 |
|
|
2022
Q3 | $27K | Buy |
+561
| New | +$27K | 0.01% | 799 |
|