Investors Financial Group’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-29,461
| Closed | -$1.75M | – | 44 |
|
|
2021
Q4 | $1.75M | Buy |
29,461
+1
| +0% | +$59 | 0.81% | 25 |
|
|
2021
Q3 | $1.69M | Sell |
29,460
-243
| -0.8% | -$13.9K | 0.89% | 23 |
|
|
2021
Q2 | $1.89M | Sell |
29,703
-248
| -0.8% | -$15.8K | 1.01% | 19 |
|
|
2021
Q1 | $1.74M | Buy |
29,951
+321
| +1% | +$18.7K | 1.02% | 20 |
|
|
2020
Q4 | $1.66M | Sell |
29,630
-1,365
| -4% | -$76.3K | 1.09% | 19 |
|
|
2020
Q3 | $1.44M | Sell |
30,995
-1,080
| -3% | -$50.1K | 1.08% | 21 |
|
|
2020
Q2 | $1.49M | Sell |
32,075
-1,209
| -4% | -$56.2K | 1.23% | 19 |
|
|
2020
Q1 | $1.29M | Sell |
33,284
-550
| -2% | -$21.3K | 1.3% | 19 |
|
|
2019
Q4 | $1.95M | Buy |
+33,834
| New | +$1.95M | 1.59% | 14 |
|