Quantum Private Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $395K | Buy |
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|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $256K | Buy |
|
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|
2024
Q4 | $229K | Sell |
|
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|
2024
Q3 | $259K | Hold |
|
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|
2024
Q2 | $251K | Hold |
|
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|
2024
Q1 | $262K | Hold |
|
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|
2023
Q4 | $229K | Sell |
|
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|
2023
Q3 | $215K | Hold |
|
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|
2023
Q2 | $225K | Hold |
|
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|
2023
Q1 | $235K | Hold |
|
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|
2022
Q4 | $212K | Buy |
|
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $213K | Buy |
|