Homrich & Berg’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $212K | Sell |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $237K | Sell |
|
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|
2020
Q4 | $298K | Hold |
|
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|
2020
Q3 | $247K | Hold |
|
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|
2020
Q2 | $248K | Hold |
|
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $307K | Sell |
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|
2019
Q3 | $320K | Sell |
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|
2019
Q2 | $386K | Sell |
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|
2019
Q1 | $451K | Sell |
|
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|
2018
Q4 | $552K | Buy |
|