Riverwater Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
4,906
-68
| -1% | -$4.72K | 0.16% | 151 |
|
|
2025
Q1 | $334K | Buy |
4,974
+460
| +10% | +$30.8K | 0.17% | 138 |
|
|
2024
Q4 | $304K | Buy |
4,514
+761
| +20% | +$51.3K | 0.15% | 168 |
|
|
2024
Q3 | $276K | Sell |
3,753
-45
| -1% | -$3.31K | 0.14% | 173 |
|
|
2024
Q2 | $272K | Sell |
3,798
-240
| -6% | -$17.2K | 0.2% | 150 |
|
|
2024
Q1 | $302K | Hold |
4,038
| – | – | 0.22% | 146 |
|
|
2023
Q4 | $264K | Hold |
4,038
| – | – | 0.21% | 158 |
|
|
2023
Q3 | $241K | Sell |
4,038
-505
| -11% | -$30.1K | 0.22% | 161 |
|
|
2023
Q2 | $284K | Sell |
4,543
-643
| -12% | -$40.2K | 0.25% | 135 |
|
|
2023
Q1 | $339K | Buy |
5,186
+45
| +0.9% | +$2.94K | 0.31% | 99 |
|
|
2022
Q4 | $303K | Buy |
5,141
+666
| +15% | +$39.2K | 0.26% | 126 |
|
|
2022
Q3 | $219K | Sell |
4,475
-160
| -3% | -$7.83K | 0.22% | 160 |
|
|
2022
Q2 | $223K | Buy |
+4,635
| New | +$223K | 0.22% | 166 |
|