PSI Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2
| Closed | -$134 | – | 229 |
|
|
2025
Q1 | $134 | Hold |
2
| – | – | ﹤0.01% | 721 |
|
|
2024
Q4 | $135 | Hold |
2
| – | – | ﹤0.01% | 852 |
|
|
2024
Q3 | $147 | Hold |
2
| – | – | ﹤0.01% | 855 |
|
|
2024
Q2 | $143 | Hold |
2
| – | – | ﹤0.01% | 833 |
|
|
2024
Q1 | $149 | Hold |
2
| – | – | ﹤0.01% | 770 |
|
|
2023
Q4 | $131 | Hold |
2
| – | – | ﹤0.01% | 837 |
|
|
2023
Q3 | $119 | Hold |
2
| – | – | ﹤0.01% | 826 |
|
|
2023
Q2 | $125 | Hold |
2
| – | – | ﹤0.01% | 812 |
|
|
2023
Q1 | $131 | Hold |
2
| – | – | ﹤0.01% | 763 |
|
|
2022
Q4 | $118 | Hold |
2
| – | – | ﹤0.01% | 751 |
|
|
2022
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 778 |
|
|
2022
Q2 | – | Sell |
-2
| Closed | – | – | 785 |
|
|
2022
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 735 |
|
|
2021
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 773 |
|