FourThought Financial’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $24K | Buy |
488
+158
| +48% | +$7.77K | ﹤0.01% | 818 |
|
|
2022
Q2 | $16K | Buy |
330
+24
| +8% | +$1.16K | ﹤0.01% | 910 |
|
|
2022
Q1 | $16K | Sell |
306
-13
| -4% | -$680 | ﹤0.01% | 948 |
|
|
2021
Q4 | $19K | Sell |
319
-136
| -30% | -$8.1K | ﹤0.01% | 934 |
|
|
2021
Q3 | $26K | Hold |
455
| – | – | ﹤0.01% | 882 |
|
|
2021
Q2 | $28K | Hold |
455
| – | – | ﹤0.01% | 861 |
|
|
2021
Q1 | $26K | Sell |
455
-20
| -4% | -$1.14K | ﹤0.01% | 841 |
|
|
2020
Q4 | $26K | Buy |
+475
| New | +$26K | ﹤0.01% | 818 |
|