Pacific Center for Financial Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69.4K | Hold |
1,000
| – | – | 0.02% | 163 |
|
|
2025
Q1 | $67.1K | Hold |
1,000
| – | – | 0.02% | 166 |
|
|
2024
Q4 | $67.4K | Hold |
1,000
| – | – | 0.02% | 165 |
|
|
2024
Q3 | $73.7K | Hold |
1,000
| – | – | 0.02% | 156 |
|
|
2024
Q2 | $71.6K | Hold |
1,000
| – | – | 0.02% | 157 |
|
|
2024
Q1 | $74.7K | Hold |
1,000
| – | – | 0.02% | 158 |
|
|
2023
Q4 | $65.4K | Hold |
1,000
| – | – | 0.02% | 153 |
|
|
2023
Q3 | $59.6K | Buy |
+1,000
| New | +$59.6K | 0.02% | 161 |
|