Freedom Investment Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
3,050
-726
| -19% | -$50.4K | 0.02% | 692 |
|
|
2025
Q1 | $253K | Buy |
+3,776
| New | +$253K | 0.02% | 647 |
|
|
2024
Q4 | – | Sell |
-3,522
| Closed | -$260K | – | 763 |
|
|
2024
Q3 | $260K | Sell |
3,522
-435
| -11% | -$32.1K | 0.02% | 645 |
|
|
2024
Q2 | $283K | Buy |
3,957
+505
| +15% | +$36.1K | 0.02% | 621 |
|
|
2024
Q1 | $258K | Buy |
+3,452
| New | +$258K | 0.02% | 661 |
|