Spire Wealth Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32
| Closed | -$2.16K | – | 2493 |
|
|
2024
Q4 | $2.16K | Buy |
+32
| New | +$2.16K | ﹤0.01% | 2239 |
|
|
2024
Q2 | – | Sell |
-12
| Closed | -$930 | – | 2243 |
|
|
2024
Q1 | $930 | Buy |
+12
| New | +$930 | ﹤0.01% | 2213 |
|
|
2023
Q4 | – | Sell |
-24
| Closed | -$1.43K | – | 2386 |
|
|
2023
Q3 | $1.43K | Buy |
+24
| New | +$1.43K | ﹤0.01% | 2195 |
|
|
2022
Q3 | – | Sell |
-32
| Closed | -$2K | – | 2258 |
|
|
2022
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 2342 |
|
|
2022
Q1 | – | Sell |
-155
| Closed | -$9K | – | 2600 |
|
|
2021
Q4 | $9K | Buy |
+155
| New | +$9K | ﹤0.01% | 2411 |
|