PrairieView Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
4,800
| – | – | 0.03% | 104 |
|
|
2025
Q1 | $321K | Hold |
4,800
| – | – | 0.03% | 106 |
|
|
2024
Q4 | $323K | Hold |
4,800
| – | – | 0.03% | 103 |
|
|
2024
Q3 | $353K | Hold |
4,800
| – | – | 0.04% | 100 |
|
|
2024
Q2 | $343K | Hold |
4,800
| – | – | 0.04% | 108 |
|
|
2024
Q1 | $359K | Hold |
4,800
| – | – | 0.04% | 91 |
|
|
2023
Q4 | $314K | Sell |
4,800
-753
| -14% | -$49.3K | 0.04% | 92 |
|
|
2023
Q3 | $331K | Hold |
5,553
| – | – | 0.04% | 84 |
|
|
2023
Q2 | $347K | Buy |
5,553
+4,800
| +637% | +$300K | 0.05% | 88 |
|
|
2023
Q1 | $49K | Hold |
753
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $44K | Hold |
753
| – | – | 0.01% | 200 |
|
|
2022
Q3 | $37K | Hold |
753
| – | – | 0.01% | 198 |
|
|
2022
Q2 | $36K | Hold |
753
| – | – | 0.01% | 218 |
|
|
2022
Q1 | $39K | Hold |
753
| – | – | 0.01% | 225 |
|
|
2021
Q4 | $45K | Hold |
753
| – | – | 0.01% | 219 |
|
|
2021
Q3 | $43K | Hold |
753
| – | – | 0.01% | 180 |
|
|
2021
Q2 | $48K | Hold |
753
| – | – | 0.01% | 169 |
|
|
2021
Q1 | $44K | Hold |
753
| – | – | 0.01% | 176 |
|
|
2020
Q4 | $42K | Hold |
753
| – | – | 0.01% | 169 |
|
|
2020
Q3 | $35K | Hold |
753
| – | – | 0.01% | 168 |
|
|
2020
Q2 | $35K | Hold |
753
| – | – | 0.01% | 161 |
|
|
2020
Q1 | $29K | Buy |
+753
| New | +$29K | 0.01% | 163 |
|