SeaCrest Wealth Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-700
| Closed | -$35K | – | 819 |
|
|
2019
Q1 | $35K | Hold |
700
| – | – | 0.01% | 1064 |
|
|
2018
Q4 | $30K | Hold |
700
| – | – | 0.01% | 1079 |
|
|
2018
Q3 | $41K | Hold |
700
| – | – | 0.01% | 1080 |
|
|
2018
Q2 | $32K | Hold |
700
| – | – | 0.01% | 1157 |
|
|
2018
Q1 | $32K | Hold |
700
| – | – | 0.01% | 1141 |
|
|
2017
Q4 | $34K | Buy |
+700
| New | +$34K | 0.01% | 1121 |
|