Mitchell Sinkler & Starr’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
4,993
-642
| -11% | -$44.5K | 0.17% | 113 |
|
|
2025
Q1 | $378K | Buy |
5,635
+870
| +18% | +$58.3K | 0.11% | 121 |
|
|
2024
Q4 | $321K | Sell |
4,765
-15
| -0.3% | -$1.01K | 0.09% | 133 |
|
|
2024
Q3 | $352K | Buy |
4,780
+250
| +6% | +$18.4K | 0.09% | 128 |
|
|
2024
Q2 | $332K | Buy |
+4,530
| New | +$332K | 0.09% | 119 |
|
|
2024
Q1 | – | Sell |
-11,300
| Closed | -$738K | – | 192 |
|
|
2023
Q4 | $738K | Buy |
+11,300
| New | +$738K | 0.13% | 113 |
|
|
2013
Q3 | – | Sell |
-57,013
| Closed | -$2.03M | – | 98 |
|
|
2013
Q2 | $2.03M | Buy |
+57,013
| New | +$2.03M | 0.45% | 55 |
|