Horizon 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 | $769K | Buy |
+11,132
| New | +$769K | 0.01% | 635 |
|
|
2025
Q1 | – | Sell |
-16
| Closed | -$1.08K | – | 875 |
|
|
2024
Q4 | $1.08K | Hold |
16
| – | – | ﹤0.01% | 803 |
|
|
2024
Q3 | $1.18K | Hold |
16
| – | – | ﹤0.01% | 766 |
|
|
2024
Q2 | $1.15K | Hold |
16
| – | – | ﹤0.01% | 741 |
|
|
2024
Q1 | $1.2K | Buy |
+16
| New | +$1.2K | ﹤0.01% | 724 |
|