Placemark Investments’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.49M | Buy |
38,638
+1,408
| +4% | +$54.4K | 0.03% | 679 |
|
|
2014
Q3 | $1.51M | Sell |
37,230
-7,904
| -18% | -$321K | 0.03% | 682 |
|
|
2014
Q2 | $1.91M | Buy |
45,134
+3,257
| +8% | +$138K | 0.03% | 585 |
|
|
2014
Q1 | $1.78M | Buy |
41,877
+360
| +0.9% | +$15.3K | 0.03% | 580 |
|
|
2013
Q4 | $1.81M | Sell |
41,517
-945
| -2% | -$41.1K | 0.03% | 605 |
|
|
2013
Q3 | $1.62M | Buy |
42,462
+1,890
| +5% | +$72.2K | 0.03% | 605 |
|
|
2013
Q2 | $1.45M | Buy |
+40,572
| New | +$1.45M | 0.03% | 615 |
|