Fortis Group Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36K | Hold |
34
| – | – | ﹤0.01% | 437 |
|
|
2025
Q1 | $2.28K | Hold |
34
| – | – | ﹤0.01% | 404 |
|
|
2024
Q4 | $2.29K | Hold |
34
| – | – | ﹤0.01% | 422 |
|
|
2024
Q3 | $2.51K | Hold |
34
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $2.43K | Hold |
34
| – | – | ﹤0.01% | 408 |
|
|
2024
Q1 | $2.54K | Sell |
34
-34
| -50% | -$2.54K | ﹤0.01% | 424 |
|
|
2023
Q4 | $4.44K | Buy |
68
+34
| +100% | +$2.22K | ﹤0.01% | 365 |
|
|
2023
Q3 | $2.03K | Buy |
+34
| New | +$2.03K | ﹤0.01% | 364 |
|
|
2020
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 416 |
|