One Wealth Advisors’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 |
-108
| Closed | -$5K | – | 203 |
|
|
2019
Q1 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 361 |
|
|
2018
Q4 | – | Sell |
-287
| Closed | -$17K | – | 196 |
|
|
2018
Q3 | $17K | Hold |
287
| – | – | 0.01% | 327 |
|
|
2018
Q2 | $13K | Hold |
287
| – | – | 0.01% | 331 |
|
|
2018
Q1 | $13K | Sell |
287
-20
| -7% | -$906 | 0.01% | 312 |
|
|
2017
Q4 | $15K | Buy |
+307
| New | +$15K | 0.01% | 341 |
|