JP Morgan Private Wealth Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $934K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $951K | Buy |
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|
2022
Q2 | $870K | Buy |
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|
2022
Q1 | $855K | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $700K | Buy |
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|
2021
Q2 | $507K | Buy |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $350K | Buy |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $237K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $224K | Buy |
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