Professional Financial Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-106
| Closed | -$5K | – | 159 |
|
|
2022
Q3 | $5K | Buy |
106
+1
| +1% | +$47 | ﹤0.01% | 360 |
|
|
2022
Q2 | $5K | Hold |
105
| – | – | ﹤0.01% | 367 |
|
|
2022
Q1 | $5K | Buy |
105
+1
| +1% | +$48 | ﹤0.01% | 368 |
|
|
2021
Q4 | $6K | Hold |
104
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $6K | Hold |
104
| – | – | ﹤0.01% | 304 |
|
|
2021
Q2 | $7K | Buy |
104
+1
| +1% | +$67 | ﹤0.01% | 297 |
|
|
2021
Q1 | $6K | Hold |
103
| – | – | ﹤0.01% | 276 |
|
|
2020
Q4 | $6K | Buy |
103
+1
| +1% | +$58 | ﹤0.01% | 277 |
|
|
2020
Q3 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 266 |
|