Rehmann Capital Advisory Group’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $88.4K | Buy |
1,697
+1
| +0.1% | +$52 | 0.01% | 476 |
|
|
2019
Q2 | $86.3K | Sell |
1,696
-24
| -1% | -$1.22K | 0.01% | 653 |
|
|
2019
Q1 | $86.1K | Sell |
1,720
-1,037
| -38% | -$51.9K | 0.01% | 636 |
|
|
2018
Q4 | $120K | Hold |
2,757
| – | – | 0.02% | 359 |
|
|
2018
Q3 | $161K | Sell |
2,757
-4
| -0.1% | -$233 | 0.02% | 461 |
|
|
2018
Q2 | $125K | Sell |
2,761
-48
| -2% | -$2.17K | 0.02% | 497 |
|
|
2018
Q1 | $127K | Buy |
+2,809
| New | +$127K | 0.02% | 480 |
|