Institutional & Family Asset Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.07K | Hold |
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|
2024
Q1 | $1.12K | Buy |
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|
2023
Q4 | $392 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $436K | Hold |
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|
2020
Q4 | $419K | Hold |
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|
2020
Q3 | $348K | Hold |
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|
2020
Q2 | $349K | Hold |
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|
2020
Q1 | $290K | Hold |
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|
2019
Q4 | $432K | Hold |
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|
2019
Q3 | $390K | Hold |
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|
2019
Q2 | $381K | Hold |
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|
2019
Q1 | $375K | Buy |
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|
2018
Q4 | $321K | Hold |
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|
2018
Q3 | $431K | Hold |
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|
2018
Q2 | $334K | Buy |
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|
2018
Q1 | $324K | Buy |
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