Harbour Investments’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.8K | Sell |
401
-39
| -9% | -$2.7K | ﹤0.01% | 2081 |
|
|
2025
Q1 | $29.5K | Sell |
440
-181
| -29% | -$12.1K | ﹤0.01% | 2018 |
|
|
2024
Q4 | $41.8K | Hold |
621
| – | – | ﹤0.01% | 1793 |
|
|
2024
Q3 | $45.8K | Sell |
621
-14
| -2% | -$1.03K | ﹤0.01% | 1707 |
|
|
2024
Q2 | $45.4K | Buy |
635
+43
| +7% | +$3.08K | ﹤0.01% | 1601 |
|
|
2024
Q1 | $44.2K | Sell |
592
-733
| -55% | -$54.7K | ﹤0.01% | 1581 |
|
|
2023
Q4 | $86.6K | Hold |
1,325
| – | – | ﹤0.01% | 1193 |
|
|
2023
Q3 | $79K | Buy |
1,325
+33
| +3% | +$1.97K | ﹤0.01% | 1133 |
|
|
2023
Q2 | $80.8K | Hold |
1,292
| – | – | ﹤0.01% | 1143 |
|
|
2023
Q1 | $84.4K | Hold |
1,292
| – | – | ﹤0.01% | 1119 |
|
|
2022
Q4 | $76.1K | Hold |
1,292
| – | – | ﹤0.01% | 1134 |
|
|
2022
Q3 | $62K | Hold |
1,292
| – | – | ﹤0.01% | 1178 |
|
|
2022
Q2 | $62K | Buy |
+1,292
| New | +$62K | ﹤0.01% | 1178 |
|
|
2021
Q4 | $74K | Sell |
1,252
-822
| -40% | -$48.6K | ﹤0.01% | 1094 |
|
|
2021
Q3 | $119K | Buy |
2,074
+648
| +45% | +$37.2K | ﹤0.01% | 1276 |
|
|
2021
Q2 | $91K | Buy |
1,426
+201
| +16% | +$12.8K | ﹤0.01% | 1449 |
|
|
2021
Q1 | $71K | Buy |
+1,225
| New | +$71K | ﹤0.01% | 1479 |
|