Shelton Capital Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $352K | Hold |
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|
2025
Q2 | $298K | Hold |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $352K | Hold |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $389K | Hold |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $357K | Hold |
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|
2023
Q2 | $374K | Sell |
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|
2023
Q1 | $399K | Sell |
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $326K | Hold |
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|
2022
Q2 | $320K | Hold |
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|
2022
Q1 | $346K | Hold |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $448K | Hold |
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|
2021
Q1 | $410K | Hold |
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|
2020
Q4 | $394K | Sell |
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|
2020
Q3 | $342K | Hold |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $467K | Sell |
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|
2019
Q3 | $452K | Hold |
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|
2019
Q2 | $441K | Buy |
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|
2019
Q1 | $9.18K | Sell |
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|
2018
Q4 | $398K | Hold |
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|
2018
Q3 | $535K | Hold |
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|
2018
Q2 | $414K | Hold |
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|
2018
Q1 | $414K | Sell |
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|
2017
Q4 | $488K | Hold |
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|
2017
Q3 | $458K | Hold |
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|
2017
Q2 | $454K | Hold |
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|
2017
Q1 | $454K | Sell |
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|
2016
Q4 | $515K | Hold |
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|
2016
Q3 | $457K | Sell |
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|
2016
Q2 | $420K | Buy |
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|
2016
Q1 | $390K | Hold |
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|
2015
Q4 | $351K | Hold |
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|
2015
Q3 | $344K | Hold |
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|
2015
Q2 | $438K | Hold |
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|
2015
Q1 | $461K | Sell |
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|
2014
Q4 | $529K | Sell |
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|
2014
Q3 | $609K | Hold |
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|
2014
Q2 | $634K | Hold |
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|
2014
Q1 | $635K | Hold |
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|
2013
Q4 | $651K | Hold |
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|
2013
Q3 | $571K | Sell |
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|
2013
Q2 | $549K | Buy |
|