Fort LP’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-9,079
| Closed | -$473K | – | 457 |
|
|
2019
Q3 | $473K | Buy |
9,079
+90
| +1% | +$4.69K | 0.09% | 254 |
|
|
2019
Q2 | $457K | Buy |
8,989
+716
| +9% | +$36.4K | 0.09% | 248 |
|
|
2019
Q1 | $414K | Sell |
8,273
-233
| -3% | -$11.7K | 0.08% | 252 |
|
|
2018
Q4 | $369K | Buy |
+8,506
| New | +$369K | 0.09% | 236 |
|