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Proficio Capital Partners’s Donaldson DCI Stock Holding History

Proficio Capital Partners’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-309
Closed -$16K – 486
2019
Q2 		$16K Hold
309
– – 0.01% 768
2019
Q1 		$15K Sell
309
-3
-1% -$145 0.01% 746
2018
Q4 		$14K Hold
312
– – 0.01% 640
2018
Q3 		$18K Hold
312
– – 0.01% 625
2018
Q2 		$14K Hold
312
– – 0.01% 708
2018
Q1 		$14K Hold
312
– – ﹤0.01% 697
2017
Q4 		$15K Hold
312
– – ﹤0.01% 667
2017
Q3 		$14K Sell
312
-11
-3% -$509 0.01% 680
2017
Q2 		$15K Sell
323
-40
-11% -$1.84K 0.01% 684
2017
Q1 		$17K Buy
363
+100
+38% +$4.33K 0.01% 659
2016
Q4 		$11K Hold
263
– – ﹤0.01% 580
2016
Q3 		$10K Hold
263
– – 0.01% 573
2016
Q2 		$9K Buy
263
+27
+11% +$901 0.01% 576
2016
Q1 		$8K Buy
+236
New +$6.93K 0.01% 434

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