Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Buy |
179
+89
| +99% | +$6.17K | ﹤0.01% | 427 |
|
|
2025
Q1 | $6.04K | Sell |
90
-27
| -23% | -$1.81K | ﹤0.01% | 648 |
|
|
2024
Q4 | $7.88K | Buy |
117
+27
| +30% | +$1.82K | ﹤0.01% | 564 |
|
|
2024
Q3 | $6.63K | Hold |
90
| – | – | ﹤0.01% | 614 |
|
|
2024
Q2 | $6.44K | Hold |
90
| – | – | ﹤0.01% | 607 |
|
|
2024
Q1 | $6.72K | Hold |
90
| – | – | ﹤0.01% | 534 |
|
|
2023
Q4 | $5.88K | Buy |
+90
| New | +$5.88K | ﹤0.01% | 571 |
|