GPS Wealth Strategies Group’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 | $9.71K | Hold |
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|
2025
Q1 | $9.39K | Hold |
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|
2024
Q4 | $9.43K | Hold |
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|
2024
Q3 | $10.3K | Hold |
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|
2024
Q2 | $10K | Hold |
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|
2024
Q1 | $10.5K | Hold |
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|
2023
Q4 | $9.15K | Hold |
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|
2023
Q3 | $8.35K | Hold |
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|
2023
Q2 | $8.75K | Sell |
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|
2023
Q1 | $13.5K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $15K | Buy |
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