Standard Family Office’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,329
| Closed | -$212K | – | 114 |
|
|
2022
Q3 | $212K | Buy |
+4,329
| New | +$212K | 0.09% | 33 |
|
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$80K | – | 217 |
|
|
2021
Q3 | $80K | Sell |
1,400
-8,766
| -86% | -$501K | 0.02% | 34 |
|
|
2021
Q2 | $646K | Buy |
10,166
+2,132
| +27% | +$135K | 0.13% | 72 |
|
|
2021
Q1 | $467K | Sell |
8,034
-1,400
| -15% | -$81.4K | 0.11% | 71 |
|
|
2020
Q4 | $527K | Buy |
+9,434
| New | +$527K | 0.13% | 66 |
|