Jaffetilchin Investment Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-8,630
| Closed | -$351K | – | 200 |
|
|
2014
Q3 | $351K | Sell |
8,630
-18
| -0.2% | -$732 | 0.13% | 137 |
|
|
2014
Q2 | $366K | Buy |
8,648
+1,019
| +13% | +$43.1K | 0.13% | 148 |
|
|
2014
Q1 | $323K | Buy |
7,629
+299
| +4% | +$12.7K | 0.13% | 142 |
|
|
2013
Q4 | $319K | Buy |
+7,330
| New | +$319K | 0.16% | 133 |
|
|
2013
Q3 | – | Sell |
-7,255
| Closed | -$259K | – | 176 |
|
|
2013
Q2 | $259K | Buy |
+7,255
| New | +$259K | 0.18% | 146 |
|