HoyleCohen’s Donaldson DCI Stock Holding History

HoyleCohen’s Portfolio DCI Stock Details DCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3.45M	Sell
2024 Q1	$3.65M	Sell
2023 Q4	$3.42M	Hold
2023 Q3	$3.12M	Sell
2023 Q2	$3.28M	Sell
2023 Q1	$3.56M	Sell
2022 Q4	$3.27M	Sell
2022 Q3	$2.75M	Sell
2022 Q2	$2.76M	Sell
2022 Q1	$3.09M	Sell
2021 Q4	$3.63M	Sell
2021 Q3	$3.52M	Sell
2021 Q2	$3.95K	Sell
2021 Q1	$3.63M	Sell
2020 Q4	$3.55M	Sell
2020 Q3	$3.04M	Sell
2020 Q2	$3.22M	Sell
2020 Q1	$2.84M	Sell
2019 Q4	$4.4M	Sell
2019 Q3	$4.02M	Sell
2019 Q2	$4M	Sell
2019 Q1	$3.94M	Sell
2018 Q4	$3.43M	Sell
2018 Q3	$4.8M	Sell
2018 Q2	$3.74M	Sell
2018 Q1	$3.76M	Sell
2017 Q4	$4.22M	Buy