Inspire Investing’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,922
| Closed | -$352K | – | 848 |
|
|
2024
Q2 | $352K | Buy |
4,922
+119
| +2% | +$8.52K | 0.04% | 543 |
|
|
2024
Q1 | $359K | Sell |
4,803
-1,074
| -18% | -$80.2K | 0.04% | 569 |
|
|
2023
Q4 | $384K | Buy |
5,877
+747
| +15% | +$48.8K | 0.04% | 540 |
|
|
2023
Q3 | $306K | Buy |
5,130
+104
| +2% | +$6.2K | 0.04% | 670 |
|
|
2023
Q2 | $314K | Buy |
5,026
+854
| +20% | +$53.4K | 0.04% | 564 |
|
|
2023
Q1 | $273K | Buy |
4,172
+173
| +4% | +$11.3K | 0.03% | 651 |
|
|
2022
Q4 | $235K | Sell |
3,999
-204
| -5% | -$12K | 0.03% | 566 |
|
|
2022
Q3 | $206K | Sell |
4,203
-199
| -5% | -$9.75K | 0.03% | 608 |
|
|
2022
Q2 | $212K | Sell |
4,402
-115
| -3% | -$5.54K | 0.03% | 501 |
|
|
2022
Q1 | $235K | Buy |
4,517
+328
| +8% | +$17.1K | 0.03% | 577 |
|
|
2021
Q4 | $248K | Buy |
4,189
+295
| +8% | +$17.5K | 0.03% | 564 |
|
|
2021
Q3 | $224K | Buy |
+3,894
| New | +$224K | 0.03% | 720 |
|