Mirabella Financial Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,780
| Closed | -$506K | – | 485 |
|
|
2024
Q1 | $506K | Buy |
+6,780
| New | +$506K | 0.04% | 298 |
|
|
2022
Q3 | – | Sell |
-12,679
| Closed | -$610K | – | 381 |
|
|
2022
Q2 | $610K | Buy |
12,679
+7,826
| +161% | +$377K | 0.06% | 218 |
|
|
2022
Q1 | $252K | Buy |
+4,853
| New | +$252K | 0.03% | 355 |
|
|
2020
Q4 | – | Sell |
-5,473
| Closed | -$254K | – | 347 |
|
|
2020
Q3 | $254K | Buy |
+5,473
| New | +$254K | 0.03% | 236 |
|