Rockefeller Financial Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $162K | Hold |
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|
2017
Q3 | $152K | Hold |
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|
2017
Q2 | $150K | Hold |
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|
2017
Q1 | $150K | Hold |
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|
2016
Q4 | $139K | Hold |
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|
2016
Q3 | $123K | Hold |
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|
2016
Q2 | $113K | Sell |
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|
2016
Q1 | $112K | Buy |
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|
2015
Q4 | $95K | Hold |
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|
2015
Q3 | $93K | Sell |
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|
2015
Q2 | $237K | Hold |
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|
2015
Q1 | $250K | Hold |
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|
2014
Q4 | $256K | Hold |
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|
2014
Q3 | $269K | Hold |
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|
2014
Q2 | $281K | Hold |
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|
2014
Q1 | $281K | Buy |
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|
2013
Q4 | $143K | Hold |
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|
2013
Q3 | $126K | Hold |
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|
2013
Q2 | $118K | Buy |
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