Rise 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 | $11.5K | Buy |
166
+1
| +0.6% | +$69 | ﹤0.01% | 898 |
|
|
2025
Q1 | $11.1K | Sell |
165
-121
| -42% | -$8.14K | ﹤0.01% | 902 |
|
|
2024
Q4 | $19.3K | Buy |
286
+1
| +0.4% | +$67 | 0.01% | 684 |
|
|
2024
Q3 | $21K | Buy |
285
+1
| +0.4% | +$74 | 0.01% | 652 |
|
|
2024
Q2 | $20.3K | Buy |
284
+1
| +0.4% | +$72 | 0.01% | 629 |
|
|
2024
Q1 | $21.1K | Buy |
+283
| New | +$21.1K | 0.01% | 610 |
|