JFS Wealth Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.29K | Sell |
134
-16
| -11% | -$1.11K | ﹤0.01% | 890 |
|
|
2025
Q1 | $10.1K | Buy |
150
+2
| +1% | +$134 | ﹤0.01% | 879 |
|
|
2024
Q4 | $9.97K | Sell |
148
-13
| -8% | -$876 | ﹤0.01% | 851 |
|
|
2024
Q3 | $11.9K | Sell |
161
-8
| -5% | -$590 | ﹤0.01% | 799 |
|
|
2024
Q2 | $12.1K | Hold |
169
| – | – | ﹤0.01% | 737 |
|
|
2024
Q1 | $12.6K | Hold |
169
| – | – | ﹤0.01% | 743 |
|
|
2023
Q4 | $11K | Hold |
169
| – | – | ﹤0.01% | 744 |
|
|
2023
Q3 | $10.1K | Hold |
169
| – | – | ﹤0.01% | 726 |
|
|
2023
Q2 | $10.6K | Sell |
169
-3
| -2% | -$188 | ﹤0.01% | 714 |
|
|
2023
Q1 | $11.2K | Sell |
172
-1
| -0.6% | -$65 | ﹤0.01% | 680 |
|
|
2022
Q4 | $10.2K | Buy |
173
+15
| +9% | +$883 | ﹤0.01% | 704 |
|
|
2022
Q3 | $8K | Buy |
158
+36
| +30% | +$1.82K | ﹤0.01% | 799 |
|
|
2022
Q2 | $6K | Sell |
122
-33
| -21% | -$1.62K | ﹤0.01% | 922 |
|
|
2022
Q1 | $8K | Buy |
155
+128
| +474% | +$6.61K | ﹤0.01% | 857 |
|
|
2021
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1056 |
|