Pathstone Family Office’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $777K | Buy |
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|
2023
Q2 | $585K | Sell |
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|
2023
Q1 | $616K | Sell |
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|
2022
Q4 | $1.16M | Buy |
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|
2022
Q3 | $968K | Buy |
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|
2022
Q2 | $448K | Sell |
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|
2022
Q1 | $484K | Buy |
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|
2021
Q4 | $545K | Sell |
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|
2021
Q3 | $531K | Buy |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $478K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $16K | Buy |
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|
2019
Q2 | $15K | Sell |
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|
2019
Q1 | $23K | Buy |
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