Plante Moran Financial Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,200
| Closed | -$102K | – | 909 |
|
|
2020
Q3 | $102K | Hold |
2,200
| – | – | 0.04% | 234 |
|
|
2020
Q2 | $102K | Hold |
2,200
| – | – | 0.04% | 205 |
|
|
2020
Q1 | $85K | Buy |
+2,200
| New | +$85K | 0.04% | 205 |
|
|
2019
Q4 | – | Sell |
-209
| Closed | -$11K | – | 781 |
|
|
2019
Q3 | $11K | Buy |
+209
| New | +$11K | ﹤0.01% | 572 |
|