Financial Perspectives’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53K | Hold |
22
| – | – | ﹤0.01% | 642 |
|
|
2025
Q1 | $1.48K | Hold |
22
| – | – | ﹤0.01% | 646 |
|
|
2024
Q4 | $1.48K | Hold |
22
| – | – | ﹤0.01% | 647 |
|
|
2024
Q3 | $1.62K | Hold |
22
| – | – | ﹤0.01% | 605 |
|
|
2024
Q2 | $1.57K | Hold |
22
| – | – | ﹤0.01% | 595 |
|
|
2024
Q1 | $1.64K | Hold |
22
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $1.44K | Hold |
22
| – | – | ﹤0.01% | 612 |
|
|
2023
Q3 | $1.31K | Hold |
22
| – | – | ﹤0.01% | 625 |
|
|
2023
Q2 | $1.38K | Hold |
22
| – | – | ﹤0.01% | 607 |
|
|
2023
Q1 | $1.44K | Hold |
22
| – | – | ﹤0.01% | 602 |
|
|
2022
Q4 | $1.3K | Hold |
22
| – | – | ﹤0.01% | 613 |
|
|
2022
Q3 | $1.08K | Hold |
22
| – | – | ﹤0.01% | 625 |
|
|
2022
Q2 | $1.06K | Hold |
22
| – | – | ﹤0.01% | 627 |
|
|
2022
Q1 | $1.14K | Hold |
22
| – | – | ﹤0.01% | 633 |
|
|
2021
Q4 | $1.3K | Hold |
22
| – | – | ﹤0.01% | 604 |
|
|
2021
Q3 | $1.26K | Hold |
22
| – | – | ﹤0.01% | 609 |
|
|
2021
Q2 | $1.4K | Sell |
22
-1,258
| -98% | -$79.9K | ﹤0.01% | 629 |
|
|
2021
Q1 | $22K | Buy |
1,280
+1,258
| +5,718% | +$21.6K | ﹤0.01% | 589 |
|
|
2020
Q4 | $1.23K | Hold |
22
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $1.02K | Hold |
22
| – | – | ﹤0.01% | 528 |
|
|
2020
Q2 | $1.02K | Hold |
22
| – | – | ﹤0.01% | 517 |
|
|
2020
Q1 | $850 | Hold |
22
| – | – | ﹤0.01% | 496 |
|
|
2019
Q4 | $1.27K | Buy |
+22
| New | +$1.27K | ﹤0.01% | 472 |
|