JOYN Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-239
| Closed | -$10K | – | 426 |
|
|
2018
Q4 | $10K | Sell |
239
-86
| -26% | -$3.6K | ﹤0.01% | 963 |
|
|
2018
Q3 | $19K | Buy |
325
+108
| +50% | +$6.31K | ﹤0.01% | 699 |
|
|
2018
Q2 | $10K | Buy |
217
+160
| +281% | +$7.37K | ﹤0.01% | 904 |
|
|
2018
Q1 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 961 |
|