Global Retirement Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.97K | Hold |
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|
2025
Q2 | $5.06K | Buy |
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|
2024
Q4 | $121K | Sell |
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|
2024
Q3 | $696K | Sell |
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|
2024
Q2 | $677K | Buy |
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|
2024
Q1 | $38.4K | Buy |
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|
2023
Q4 | $2.41K | Hold |
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|
2023
Q3 | $2.26K | Hold |
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|
2023
Q2 | $2.38K | Hold |
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|
2023
Q1 | $2.46K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4K | Buy |
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