MSI Financial Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $16K | Buy |
384
+82
| +27% | +$3.42K | ﹤0.01% | 2528 |
|
|
2016
Q3 | $11K | Sell |
302
-50
| -14% | -$1.82K | ﹤0.01% | 2731 |
|
|
2016
Q2 | $12K | Hold |
352
| – | – | ﹤0.01% | 2648 |
|
|
2016
Q1 | $11K | Hold |
352
| – | – | ﹤0.01% | 2681 |
|
|
2015
Q4 | $10K | Buy |
352
+50
| +17% | +$1.42K | ﹤0.01% | 2698 |
|
|
2015
Q3 | $8K | Buy |
302
+22
| +8% | +$583 | ﹤0.01% | 2169 |
|
|
2015
Q2 | $10K | Hold |
280
| – | – | ﹤0.01% | 2125 |
|
|
2015
Q1 | $11K | Buy |
+280
| New | +$11K | ﹤0.01% | 2081 |
|