Gen-Wealth Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
4,089
+325
| +9% | +$22.5K | 0.11% | 177 |
|
|
2025
Q1 | $252K | Buy |
3,764
+68
| +2% | +$4.56K | 0.11% | 186 |
|
|
2024
Q4 | $249K | Sell |
3,696
-200
| -5% | -$13.5K | 0.11% | 188 |
|
|
2024
Q3 | $287K | Buy |
3,896
+386
| +11% | +$28.4K | 0.13% | 171 |
|
|
2024
Q2 | $251K | Buy |
3,510
+406
| +13% | +$29.1K | 0.12% | 176 |
|
|
2024
Q1 | $232K | Buy |
+3,104
| New | +$232K | 0.11% | 186 |
|