Prestige Wealth Management Group’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6
| Closed | – | – | 988 |
|
|
2022
Q1 | $0 | Sell |
6
-34
| -85% | – | ﹤0.01% | 989 |
|
|
2021
Q4 | $2K | Buy |
40
+34
| +567% | +$1.7K | ﹤0.01% | 781 |
|
|
2021
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 987 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 978 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 966 |
|
|
2020
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 957 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | – | – | 654 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1253 |
|