Leeward Financial Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
3,482
| – | – | 0.08% | 96 |
|
|
2025
Q1 | $234K | Hold |
3,482
| – | – | 0.09% | 78 |
|
|
2024
Q4 | $235K | Hold |
3,482
| – | – | 0.08% | 79 |
|
|
2024
Q3 | $257K | Hold |
3,482
| – | – | 0.1% | 77 |
|
|
2024
Q2 | $249K | Hold |
3,482
| – | – | 0.1% | 76 |
|
|
2024
Q1 | $260K | Hold |
3,482
| – | – | 0.11% | 78 |
|
|
2023
Q4 | $228K | Hold |
3,482
| – | – | 0.11% | 82 |
|
|
2023
Q3 | $208K | Hold |
3,482
| – | – | 0.11% | 75 |
|
|
2023
Q2 | $218K | Sell |
3,482
-3,482
| -50% | -$218K | 0.13% | 80 |
|
|
2023
Q1 | $455K | Buy |
+6,964
| New | +$455K | 0.28% | 57 |
|