First Allied Advisory Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $284K | Buy |
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|
2020
Q2 | $281K | Buy |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $293K | Hold |
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|
2019
Q3 | $266K | Hold |
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|
2019
Q2 | $259K | Hold |
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|
2019
Q1 | $254K | Sell |
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|
2018
Q4 | $244K | Sell |
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|
2018
Q3 | $337K | Sell |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $286K | Buy |
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|
2017
Q3 | $268K | Sell |
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|
2017
Q2 | $272K | Sell |
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|
2017
Q1 | $272K | Buy |
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|
2016
Q4 | $254K | Hold |
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|
2016
Q3 | $225K | Buy |
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|
2016
Q2 | $206K | Buy |
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