Sowell Financial Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-6,108
| Closed | -$393K | – | 1034 |
|
|
2021
Q1 | $393K | Buy |
6,108
+2,113
| +53% | +$136K | 0.01% | 733 |
|
|
2020
Q4 | $223K | Buy |
3,995
+360
| +10% | +$20.1K | 0.01% | 804 |
|
|
2020
Q3 | $169K | Sell |
3,635
-275
| -7% | -$12.8K | 0.01% | 787 |
|
|
2020
Q2 | $182K | Hold |
3,910
| – | – | 0.01% | 751 |
|
|
2020
Q1 | $151K | Buy |
3,910
+739
| +23% | +$28.5K | 0.01% | 729 |
|
|
2019
Q4 | $183K | Buy |
3,171
+2,471
| +353% | +$143K | 0.01% | 742 |
|
|
2019
Q3 | $36K | Buy |
+700
| New | +$36K | ﹤0.01% | 1090 |
|