Next Financial Group’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 2717 |
|
|
2021
Q3 | $1K | Hold |
23
| – | – | ﹤0.01% | 2596 |
|
|
2021
Q2 | $1K | Hold |
23
| – | – | ﹤0.01% | 2503 |
|
|
2021
Q1 | $1K | Hold |
23
| – | – | ﹤0.01% | 2394 |
|
|
2020
Q4 | $1K | Hold |
23
| – | – | ﹤0.01% | 2259 |
|
|
2020
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 2096 |
|
|
2017
Q3 | – | Sell |
-118
| Closed | -$5K | – | 1783 |
|
|
2017
Q2 | $5K | Hold |
118
| – | – | ﹤0.01% | 1533 |
|
|
2017
Q1 | $5K | Hold |
118
| – | – | ﹤0.01% | 1501 |
|
|
2016
Q4 | $5K | Hold |
118
| – | – | ﹤0.01% | 1920 |
|
|
2016
Q3 | $4K | Hold |
118
| – | – | ﹤0.01% | 1984 |
|
|
2016
Q2 | $4K | Hold |
118
| – | – | ﹤0.01% | 1451 |
|
|
2016
Q1 | $3K | Buy |
+118
| New | +$3K | ﹤0.01% | 1465 |
|
|
2014
Q3 | – | Sell |
-550
| Closed | -$21K | – | 2511 |
|
|
2014
Q2 | $21K | Buy |
+550
| New | +$21K | 0.01% | 583 |
|