FORA Capital’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Buy |
+9,147
| New | +$634K | 0.07% | 288 |
|
|
2024
Q4 | – | Sell |
-6,248
| Closed | -$460K | – | 430 |
|
|
2024
Q3 | $460K | Buy |
+6,248
| New | +$460K | 0.05% | 297 |
|
|
2021
Q3 | – | Sell |
-3,862
| Closed | -$245K | – | 482 |
|
|
2021
Q2 | $245K | Buy |
+3,862
| New | +$245K | 0.05% | 394 |
|
|
2021
Q1 | – | Sell |
-3,041
| Closed | -$170K | – | 839 |
|
|
2020
Q4 | $170K | Buy |
+3,041
| New | +$170K | 0.03% | 548 |
|
|
2020
Q2 | – | Sell |
-5,540
| Closed | -$214K | – | 992 |
|
|
2020
Q1 | $214K | Buy |
+5,540
| New | +$214K | 0.05% | 434 |
|