Financial Perspectives’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 | – | Sell |
|
|||||
|
2025
Q2 | $1.53K | Hold |
|
|||||
|
2025
Q1 | $1.48K | Hold |
|
|||||
|
2024
Q4 | $1.48K | Hold |
|
|||||
|
2024
Q3 | $1.62K | Hold |
|
|||||
|
2024
Q2 | $1.57K | Hold |
|
|||||
|
2024
Q1 | $1.64K | Hold |
|
|||||
|
2023
Q4 | $1.44K | Hold |
|
|||||
|
2023
Q3 | $1.31K | Hold |
|
|||||
|
2023
Q2 | $1.38K | Hold |
|
|||||
|
2023
Q1 | $1.44K | Hold |
|
|||||
|
2022
Q4 | $1.29K | Hold |
|
|||||
|
2022
Q3 | $1.08K | Hold |
|
|||||
|
2022
Q2 | $1.06K | Hold |
|
|||||
|
2022
Q1 | $1.14K | Hold |
|
|||||
|
2021
Q4 | $1.3K | Hold |
|
|||||
|
2021
Q3 | $1.26K | Hold |
|
|||||
|
2021
Q2 | $1.4K | Sell |
|
|||||
|
2021
Q1 | $22K | Buy |
|
|||||
|
2020
Q4 | $1.23K | Hold |
|
|||||
|
2020
Q3 | $1.02K | Hold |
|
|||||
|
2020
Q2 | $1.02K | Hold |
|
|||||
|
2020
Q1 | $850 | Hold |
|
|||||
|
2019
Q4 | $1.27K | Buy |
|