Kapitalo Investimentos’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,650
| Closed | -$246K | – | 151 |
|
|
2024
Q4 | $246K | Buy |
3,650
+101
| +3% | +$6.8K | 0.16% | 67 |
|
|
2024
Q3 | $262K | Buy |
+3,549
| New | +$262K | 0.06% | 114 |
|
|
2023
Q4 | – | Sell |
-1,090
| Closed | -$65K | – | 568 |
|
|
2023
Q3 | $65K | Sell |
1,090
-3,033
| -74% | -$181K | 0.01% | 452 |
|
|
2023
Q2 | $258K | Buy |
+4,123
| New | +$258K | 0.05% | 203 |
|