Global Retirement 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 | $5.06K | Buy |
+73
| New | +$5.06K | ﹤0.01% | 2902 |
|
|
2024
Q4 | $121K | Sell |
1,803
-7,644
| -81% | -$515K | ﹤0.01% | 1179 |
|
|
2024
Q3 | $696K | Sell |
9,447
-18
| -0.2% | -$1.33K | 0.02% | 538 |
|
|
2024
Q2 | $677K | Buy |
9,465
+8,951
| +1,741% | +$641K | 0.02% | 526 |
|
|
2024
Q1 | $38.4K | Buy |
514
+476
| +1,253% | +$35.5K | ﹤0.01% | 1522 |
|
|
2023
Q4 | $2.41K | Hold |
38
| – | – | ﹤0.01% | 2605 |
|
|
2023
Q3 | $2.26K | Hold |
38
| – | – | ﹤0.01% | 2489 |
|
|
2023
Q2 | $2.38K | Hold |
38
| – | – | ﹤0.01% | 2477 |
|
|
2023
Q1 | $2.46K | Buy |
+38
| New | +$2.46K | ﹤0.01% | 2425 |
|
|
2021
Q2 | – | Sell |
-74
| Closed | -$4K | – | 1875 |
|
|
2021
Q1 | $4K | Buy |
+74
| New | +$4K | ﹤0.01% | 1506 |
|