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Riverview Trust Company’s Donaldson DCI Stock Holding History

Riverview Trust Company’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-616
Closed -$46K – 639
2024
Q1 		$46K Buy
+616
New +$41.9K 0.04% 256
2023
Q4 		– Sell
-616
Closed -$36.7K – 222
2023
Q3 		$36.7K Hold
616
– – 0.03% 279
2023
Q2 		$38.5K Hold
616
– – 0.03% 243
2023
Q1 		$40.2K Hold
616
– – 0.04% 238
2022
Q4 		$36K Hold
616
– – 0.03% 253
2022
Q3 		$30K Hold
616
– – 0.03% 271
2022
Q2 		$30K Hold
616
– – 0.03% 285
2022
Q1 		$32K Hold
616
– – 0.02% 293
2021
Q4 		$37 Hold
616
– – 0.02% 174
2021
Q3 		$35K Hold
616
– – 0.04% 171
2021
Q2 		$39K Hold
616
– – 0.04% 163
2021
Q1 		$36K Hold
616
– – 0.04% 165
2020
Q4 		$34K Hold
616
– – 0.04% 168
2020
Q3 		$29K Hold
616
– – 0.03% 182
2020
Q2 		$29K Hold
616
– – 0.03% 182
2020
Q1 		$24K Hold
616
– – 0.02% 191
2019
Q4 		$35K Hold
616
– – 0.02% 190
2019
Q3 		$32K Hold
616
– – 0.02% 194
2019
Q2 		$31K Hold
616
– – 0.02% 191
2019
Q1 		$31K Hold
616
– – 0.02% 196
2018
Q4 		$27K Buy
+616
New +$31.8K 0.02% 191

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