ST
Sageworth Trust’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28
| Closed | -$2K | – | 508 |
|
|
2022
Q4 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 339 |
|
|
2022
Q1 | – | Sell |
-161
| Closed | -$10K | – | 465 |
|
|
2021
Q4 | $10K | Sell |
161
-539
| -77% | -$33.5K | ﹤0.01% | 271 |
|
|
2021
Q3 | $40K | Hold |
700
| – | – | ﹤0.01% | 220 |
|
|
2021
Q2 | $44K | Buy |
+700
| New | +$44K | ﹤0.01% | 252 |
|