Pin Oak Investment Advisors’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
-108
Closed -$7K 409
2021
Q2
$7K Hold
108
0.01% 330
2021
Q1
$6K Hold
108
0.01% 346
2020
Q4
$6K Buy
+108
New +$6K ﹤0.01% 367