LAM
LECAP Asset Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,221
| Closed | -$753K | – | 318 |
|
|
2024
Q3 | $753K | Sell |
10,221
-8,909
| -47% | -$657K | 0.16% | 218 |
|
|
2024
Q2 | $1.37M | Buy |
19,130
+8,041
| +73% | +$575K | 0.3% | 137 |
|
|
2024
Q1 | $828K | Buy |
11,089
+3,508
| +46% | +$262K | 0.17% | 212 |
|
|
2023
Q4 | $495K | Buy |
+7,581
| New | +$495K | 0.18% | 204 |
|