M&R Capital Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-33
| Closed | -$2.16K | – | 571 |
|
|
2023
Q4 | $2.16K | Hold |
33
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $1.97K | Hold |
33
| – | – | ﹤0.01% | 538 |
|
|
2023
Q2 | $2.06K | Hold |
33
| – | – | ﹤0.01% | 536 |
|
|
2023
Q1 | $2.16K | Hold |
33
| – | – | ﹤0.01% | 509 |
|
|
2022
Q4 | $1.94K | Buy |
+33
| New | +$1.94K | ﹤0.01% | 481 |
|