Personal Wealth Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-160
| Closed | -$10K | – | 157 |
|
|
2021
Q2 | $10K | Buy |
+160
| New | +$10K | ﹤0.01% | 267 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | – | – | 190 |
|
|
2019
Q4 | $0 | Sell |
6
-140
| -96% | – | ﹤0.01% | 547 |
|
|
2019
Q3 | $8K | Buy |
146
+6
| +4% | +$329 | ﹤0.01% | 248 |
|
|
2019
Q2 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 230 |
|