Smartleaf Asset Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.6K | Buy |
842
+40
| +5% | +$2.78K | 0.01% | 1102 |
|
|
2025
Q1 | $53.8K | Buy |
802
+205
| +34% | +$13.7K | 0.01% | 1107 |
|
|
2024
Q4 | $40.2K | Buy |
597
+180
| +43% | +$12.1K | ﹤0.01% | 1271 |
|
|
2024
Q3 | $30.8K | Buy |
417
+170
| +69% | +$12.5K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $17.6K | Buy |
247
+76
| +44% | +$5.42K | ﹤0.01% | 1093 |
|
|
2024
Q1 | $12.8K | Buy |
+171
| New | +$12.8K | ﹤0.01% | 947 |
|