Nelson Capital Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-388
| Closed | -$16K | – | 311 |
|
|
2014
Q2 | $16K | Hold |
388
| – | – | 0.01% | 210 |
|
|
2014
Q1 | $16K | Hold |
388
| – | – | 0.01% | 172 |
|
|
2013
Q4 | $17K | Hold |
388
| – | – | 0.01% | 153 |
|
|
2013
Q3 | $15K | Hold |
388
| – | – | 0.01% | 159 |
|
|
2013
Q2 | $14K | Buy |
+388
| New | +$14K | 0.01% | 164 |
|