Squar Milner Financial Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-40
| Closed | -$2K | – | 328 |
|
|
2019
Q2 | $2K | Sell |
40
-68
| -63% | -$3.4K | ﹤0.01% | 727 |
|
|
2019
Q1 | $5K | Hold |
108
| – | – | ﹤0.01% | 651 |
|
|
2018
Q4 | $5K | Hold |
108
| – | – | ﹤0.01% | 551 |
|
|
2018
Q3 | $6K | Hold |
108
| – | – | 0.01% | 570 |
|
|
2018
Q2 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 688 |
|