First Personal Financial Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-77
| Closed | -$4K | – | 587 |
|
|
2019
Q2 | $4K | Hold |
77
| – | – | ﹤0.01% | 610 |
|
|
2019
Q1 | $4K | Hold |
77
| – | – | ﹤0.01% | 612 |
|
|
2018
Q4 | $3K | Hold |
77
| – | – | ﹤0.01% | 606 |
|
|
2018
Q3 | $4K | Buy |
77
+11
| +17% | +$571 | ﹤0.01% | 622 |
|
|
2018
Q2 | $3K | Hold |
66
| – | – | ﹤0.01% | 617 |
|
|
2018
Q1 | $3K | Hold |
66
| – | – | ﹤0.01% | 955 |
|
|
2017
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 941 |
|
|
2016
Q1 | – | Sell |
-57
| Closed | -$2K | – | 328 |
|
|
2015
Q4 | $2K | Buy |
+57
| New | +$2K | ﹤0.01% | 362 |
|