Globeflex Capital’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,200
| Closed | -$550K | – | 433 |
|
|
2025
Q1 | $550K | Hold |
8,200
| – | – | 0.05% | 249 |
|
|
2024
Q4 | $552K | Sell |
8,200
-15,346
| -65% | -$1.03M | 0.05% | 257 |
|
|
2024
Q3 | $1.74M | Hold |
23,546
| – | – | 0.17% | 125 |
|
|
2024
Q2 | $1.68M | Hold |
23,546
| – | – | 0.18% | 124 |
|
|
2024
Q1 | $1.76M | Buy |
+23,546
| New | +$1.76M | 0.17% | 129 |
|