Omnia Family Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-33
| Closed | -$2K | – | 203 |
|
|
2019
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 448 |
|
|
2018
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 486 |
|
|
2018
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 433 |
|
|
2018
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 510 |
|
|
2018
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 535 |
|
|
2017
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 428 |
|
|
2017
Q3 | $2K | Hold |
33
| – | – | ﹤0.01% | 444 |
|
|
2017
Q2 | $2K | Hold |
33
| – | – | ﹤0.01% | 577 |
|
|
2017
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 572 |
|
|
2016
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 671 |
|