GPS Wealth Strategies Group’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.71K | Hold |
140
| – | – | ﹤0.01% | 1043 |
|
|
2025
Q1 | $9.39K | Hold |
140
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q4 | $9.43K | Hold |
140
| – | – | ﹤0.01% | 962 |
|
|
2024
Q3 | $10.3K | Hold |
140
| – | – | ﹤0.01% | 943 |
|
|
2024
Q2 | $10K | Hold |
140
| – | – | ﹤0.01% | 916 |
|
|
2024
Q1 | $10.5K | Hold |
140
| – | – | ﹤0.01% | 845 |
|
|
2023
Q4 | $9.15K | Hold |
140
| – | – | ﹤0.01% | 860 |
|
|
2023
Q3 | $8.35K | Hold |
140
| – | – | ﹤0.01% | 875 |
|
|
2023
Q2 | $8.75K | Sell |
140
-66
| -32% | -$4.13K | ﹤0.01% | 875 |
|
|
2023
Q1 | $13.5K | Buy |
+206
| New | +$13.5K | ﹤0.01% | 776 |
|
|
2022
Q4 | – | Sell |
-206
| Closed | -$10K | – | 340 |
|
|
2022
Q3 | $10K | Sell |
206
-215
| -51% | -$10.4K | ﹤0.01% | 756 |
|
|
2022
Q2 | $20K | Hold |
421
| – | – | 0.01% | 619 |
|
|
2022
Q1 | $22K | Buy |
421
+80
| +23% | +$4.18K | 0.01% | 572 |
|
|
2021
Q4 | $20K | Buy |
341
+66
| +24% | +$3.87K | ﹤0.01% | 584 |
|
|
2021
Q3 | $16K | Hold |
275
| – | – | ﹤0.01% | 611 |
|
|
2021
Q2 | $17K | Hold |
275
| – | – | ﹤0.01% | 624 |
|
|
2021
Q1 | $15K | Buy |
+275
| New | +$15K | ﹤0.01% | 600 |
|