Financial Architects (New Jersey)’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-143
| Closed | -$7K | – | 1413 |
|
|
2017
Q1 | $7K | Hold |
143
| – | – | ﹤0.01% | 1107 |
|
|
2016
Q4 | $6K | Buy |
143
+83
| +138% | +$3.48K | ﹤0.01% | 1096 |
|
|
2016
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 1269 |
|
|
2016
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 1251 |
|
|
2016
Q1 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 998 |
|