FPAS
Focus Partners Advisor Solutions’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,293
| Closed | -$221K | – | 1117 |
|
|
2025
Q1 | $221K | Buy |
+3,293
| New | +$221K | ﹤0.01% | 879 |
|
|
2024
Q4 | – | Sell |
-5,843
| Closed | -$431K | – | 795 |
|
|
2024
Q3 | $431K | Sell |
5,843
-562
| -9% | -$41.4K | 0.01% | 482 |
|
|
2024
Q2 | $458K | Buy |
+6,405
| New | +$458K | 0.01% | 391 |
|