NewSquare Capital’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $34.3K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Buy |
|
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $387K | Sell |
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|
2016
Q1 | $462K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $402K | Buy |
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|
2015
Q2 | $507K | Hold |
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|
2015
Q1 | $534K | Buy |
|
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|
2014
Q4 | $545K | Buy |
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|
2014
Q3 | $570K | Buy |
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|
2014
Q2 | $592K | Buy |
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|
2014
Q1 | $590K | Buy |
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|
2013
Q4 | $603K | Buy |
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|
2013
Q3 | $528K | Buy |
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|
2013
Q2 | $492K | Buy |
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