Stanley-Laman Group’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,653
| Closed | -$605K | – | 240 |
|
|
2020
Q1 | $605K | Sell |
15,653
-1,281
| -8% | -$49.5K | 0.18% | 154 |
|
|
2019
Q4 | $976K | Buy |
16,934
+333
| +2% | +$19.2K | 0.23% | 149 |
|
|
2019
Q3 | $865K | Sell |
16,601
-2,397
| -13% | -$125K | 0.21% | 147 |
|
|
2019
Q2 | $966K | Buy |
18,998
+774
| +4% | +$39.4K | 0.23% | 142 |
|
|
2019
Q1 | $912K | Buy |
18,224
+457
| +3% | +$22.9K | 0.22% | 149 |
|
|
2018
Q4 | $771K | Sell |
17,767
-390
| -2% | -$16.9K | 0.21% | 164 |
|
|
2018
Q3 | $1.06M | Buy |
18,157
+493
| +3% | +$28.7K | 0.26% | 120 |
|
|
2018
Q2 | $797K | Buy |
17,664
+1,941
| +12% | +$87.6K | 0.18% | 166 |
|
|
2018
Q1 | $708K | Buy |
15,723
+883
| +6% | +$39.8K | 0.16% | 182 |
|
|
2017
Q4 | $726K | Buy |
+14,840
| New | +$726K | 0.16% | 182 |
|