Principal Securities’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
2,292
+354
| +18% | +$24.6K | ﹤0.01% | 1330 |
|
|
2025
Q1 | $131K | Hold |
1,938
| – | – | ﹤0.01% | 1315 |
|
|
2024
Q4 | $131K | Sell |
1,938
-86
| -4% | -$5.79K | ﹤0.01% | 1315 |
|
|
2024
Q3 | $149K | Buy |
2,024
+14
| +0.7% | +$1.03K | ﹤0.01% | 1223 |
|
|
2024
Q2 | $144K | Buy |
2,010
+62
| +3% | +$4.44K | ﹤0.01% | 1182 |
|
|
2024
Q1 | $145K | Buy |
1,948
+106
| +6% | +$7.92K | ﹤0.01% | 1140 |
|
|
2023
Q4 | $120K | Buy |
+1,842
| New | +$120K | ﹤0.01% | 1128 |
|