Riverview Trust Company’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-616
| Closed | -$46K | – | 639 |
|
|
2024
Q1 | $46K | Buy |
+616
| New | +$46K | 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 | +$27K | 0.02% | 191 |
|