National Planning Corporation’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
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|
2017
Q3 | $548K | Hold |
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|
2017
Q2 | $543K | Hold |
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|
2017
Q1 | $534K | Hold |
|
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|
2016
Q4 | $501K | Sell |
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|
2016
Q3 | $450K | Sell |
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|
2016
Q2 | $468K | Hold |
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|
2016
Q1 | $424K | Hold |
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|
2015
Q4 | $390K | Sell |
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|
2015
Q3 | $436K | Hold |
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|
2015
Q2 | $475K | Hold |
|
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|
2015
Q1 | $499K | Hold |
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|
2014
Q4 | $527K | Buy |
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|
2014
Q3 | $472K | Buy |
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|
2014
Q2 | $496K | Buy |
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|
2014
Q1 | $498K | Sell |
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|
2013
Q4 | $534K | Buy |
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|
2013
Q3 | $321K | Buy |
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