Glenview Trust’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Hold |
|
|||||
|
2025
Q1 | $536K | Sell |
|
|||||
|
2024
Q4 | $545K | Hold |
|
|||||
|
2024
Q3 | $596K | Buy |
|
|||||
|
2024
Q2 | $578K | Sell |
|
|||||
|
2024
Q1 | $606K | Buy |
|
|||||
|
2023
Q4 | $523K | Hold |
|
|||||
|
2023
Q3 | $477K | Hold |
|
|||||
|
2023
Q2 | $500K | Sell |
|
|||||
|
2023
Q1 | $627K | Hold |
|
|||||
|
2022
Q4 | $565K | Hold |
|
|||||
|
2022
Q3 | $470K | Hold |
|
|||||
|
2022
Q2 | $462K | Hold |
|
|||||
|
2022
Q1 | $499K | Hold |
|
|||||
|
2021
Q4 | $569K | Buy |
|
|||||
|
2021
Q3 | $207K | Hold |
|
|||||
|
2021
Q2 | $229K | Hold |
|
|||||
|
2021
Q1 | $209K | Hold |
|
|||||
|
2020
Q4 | $201K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $207K | Sell |
|
|||||
|
2019
Q3 | $208K | Hold |
|
|||||
|
2019
Q2 | $203K | Hold |
|
|||||
|
2019
Q1 | $200K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $233K | Buy |
|
|||||
|
2014
Q4 | $618K | Buy |
|
|||||
|
2013
Q4 | $626K | Buy |
|