Mather Group’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-173
| Closed | -$11.6K | – | 876 |
|
|
2025
Q1 | $11.6K | Sell |
173
-23
| -12% | -$1.55K | ﹤0.01% | 1214 |
|
|
2024
Q4 | $13.2K | Buy |
196
+97
| +98% | +$6.53K | ﹤0.01% | 1173 |
|
|
2024
Q3 | $7.3K | Sell |
99
-404
| -80% | -$29.8K | ﹤0.01% | 1232 |
|
|
2024
Q2 | $37.6K | Buy |
503
+404
| +408% | +$30.2K | ﹤0.01% | 1077 |
|
|
2024
Q1 | $6.47K | Buy |
+99
| New | +$6.47K | ﹤0.01% | 1300 |
|