Kore Private Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-16
| Closed | -$1K | – | 1175 |
|
|
2020
Q1 | $1K | Sell |
16
-1,231
| -99% | -$76.9K | ﹤0.01% | 974 |
|
|
2019
Q4 | $72K | Buy |
+1,247
| New | +$72K | 0.01% | 421 |
|
|
2019
Q1 | – | Sell |
-52
| Closed | -$2K | – | 912 |
|
|
2018
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 799 |
|