Hillsdale Investment Management’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 |
-200
| Closed | -$13.4K | – | 645 |
|
|
2025
Q1 | $13.4K | Hold |
200
| – | – | ﹤0.01% | 488 |
|
|
2024
Q4 | $13.5K | Sell |
200
-9,800
| -98% | -$660K | ﹤0.01% | 485 |
|
|
2024
Q3 | $737K | Buy |
10,000
+1,500
| +18% | +$111K | 0.06% | 291 |
|
|
2024
Q2 | $608K | Hold |
8,500
| – | – | 0.05% | 276 |
|
|
2024
Q1 | $635K | Sell |
8,500
-200
| -2% | -$14.9K | 0.05% | 262 |
|
|
2023
Q4 | $569K | Buy |
+8,700
| New | +$569K | 0.05% | 265 |
|
|
2021
Q2 | – | Sell |
-8,850
| Closed | -$515K | – | 588 |
|
|
2021
Q1 | $515K | Sell |
8,850
-500
| -5% | -$29.1K | 0.04% | 356 |
|
|
2020
Q4 | $522K | Buy |
+9,350
| New | +$522K | 0.05% | 342 |
|