OneDigital Investment Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $262K | Buy |
3,772
+75
| +2% | +$5.2K | ﹤0.01% | 1237 |
|
|
2025
Q1 | $248K | Buy |
3,697
+680
| +23% | +$45.6K | ﹤0.01% | 1214 |
|
|
2024
Q4 | $203K | Buy |
3,017
+31
| +1% | +$2.09K | ﹤0.01% | 1332 |
|
|
2024
Q3 | $220K | Buy |
2,986
+63
| +2% | +$4.64K | ﹤0.01% | 1318 |
|
|
2024
Q2 | $209K | Buy |
+2,923
| New | +$209K | ﹤0.01% | 1274 |
|
|
2020
Q3 | – | Sell |
-5,518
| Closed | -$257K | – | 610 |
|
|
2020
Q2 | $257K | Hold |
5,518
| – | – | 0.02% | 471 |
|
|
2020
Q1 | $213K | Buy |
5,518
+1,118
| +25% | +$43.2K | 0.02% | 453 |
|
|
2019
Q4 | $254K | Hold |
4,400
| – | – | 0.02% | 447 |
|
|
2019
Q3 | $229K | Buy |
+4,400
| New | +$229K | 0.02% | 454 |
|