Icon Wealth Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-280
| Closed | -$14K | – | 307 |
|
|
2019
Q1 | $14K | Buy |
+280
| New | +$14K | 0.01% | 621 |
|
|
2018
Q3 | – | Sell |
-307
| Closed | -$14K | – | 376 |
|
|
2018
Q2 | $14K | Buy |
+307
| New | +$14K | 0.01% | 644 |
|
|
2018
Q1 | – | Sell |
-307
| Closed | -$15K | – | 370 |
|
|
2017
Q4 | $15K | Buy |
+307
| New | +$15K | 0.01% | 652 |
|