LGT Financial Advisors’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 |
-73
| Closed | -$4.92K | – | 409 |
|
|
2024
Q4 | $4.92K | Hold |
73
| – | – | 0.01% | 550 |
|
|
2024
Q3 | $5.38K | Hold |
73
| – | – | 0.01% | 516 |
|
|
2024
Q2 | $5.22K | Hold |
73
| – | – | 0.01% | 589 |
|
|
2024
Q1 | $5.45K | Hold |
73
| – | – | 0.01% | 609 |
|
|
2023
Q4 | $4.77K | Sell |
73
-10
| -12% | -$654 | 0.01% | 638 |
|
|
2023
Q3 | $4.95K | Buy |
+83
| New | +$4.95K | 0.01% | 621 |
|