Operose Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-143
| Closed | -$10.5K | – | 483 |
|
|
2024
Q3 | $10.5K | Hold |
143
| – | – | ﹤0.01% | 488 |
|
|
2024
Q2 | $10.2K | Hold |
143
| – | – | ﹤0.01% | 446 |
|
|
2024
Q1 | $10.7K | Hold |
143
| – | – | ﹤0.01% | 481 |
|
|
2023
Q4 | $9.35K | Sell |
143
-240
| -63% | -$15.7K | ﹤0.01% | 477 |
|
|
2023
Q3 | $22.8K | Buy |
+383
| New | +$22.8K | 0.01% | 459 |
|