Janiczek Wealth 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 | $195K | Buy |
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|
2024
Q1 | $191K | Buy |
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|
2023
Q4 | $142K | Buy |
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|
2023
Q3 | $103K | Buy |
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|
2023
Q2 | $97.4K | Hold |
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|
2023
Q1 | $98.6K | Hold |
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|
2022
Q4 | $95.5K | Sell |
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|
2022
Q3 | $80K | Buy |
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|
2022
Q2 | $80K | Buy |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q3 | $6K | Sell |
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|
2021
Q2 | $7K | Sell |
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|
2021
Q1 | $8K | Buy |
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|
2020
Q4 | $5K | Buy |
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|
2020
Q3 | $1K | Buy |
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