Raymond James Trust’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $565K | Buy |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $384K | Buy |
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|
2023
Q3 | $347K | Sell |
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|
2023
Q2 | $364K | Sell |
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|
2023
Q1 | $433K | Sell |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $338K | Sell |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $515K | Buy |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $317K | Sell |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $225K | Buy |
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