SkyOak Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,631
| Closed | -$243K | – | 253 |
|
|
2025
Q1 | $243K | Buy |
+3,631
| New | +$243K | 0.05% | 201 |
|
|
2024
Q4 | – | Sell |
-3,972
| Closed | -$293K | – | 263 |
|
|
2024
Q3 | $293K | Sell |
3,972
-96
| -2% | -$7.08K | 0.06% | 173 |
|
|
2024
Q2 | $291K | Sell |
4,068
-493
| -11% | -$35.3K | 0.07% | 180 |
|
|
2024
Q1 | $341K | Buy |
4,561
+228
| +5% | +$17K | 0.08% | 167 |
|
|
2023
Q4 | $283K | Sell |
4,333
-191
| -4% | -$12.5K | 0.07% | 192 |
|
|
2023
Q3 | $270K | Buy |
+4,524
| New | +$270K | 0.08% | 183 |
|