Sugarloaf Wealth Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.58K | Hold |
68
| – | – | ﹤0.01% | 579 |
|
|
2024
Q3 | $5.01K | Hold |
68
| – | – | ﹤0.01% | 567 |
|
|
2024
Q2 | $4.87K | Hold |
68
| – | – | ﹤0.01% | 531 |
|
|
2024
Q1 | $5.08K | Hold |
68
| – | – | ﹤0.01% | 540 |
|
|
2023
Q4 | $4.44K | Hold |
68
| – | – | ﹤0.01% | 555 |
|
|
2023
Q3 | $4.06K | Hold |
68
| – | – | ﹤0.01% | 553 |
|
|
2023
Q2 | $4.25K | Hold |
68
| – | – | ﹤0.01% | 560 |
|
|
2023
Q1 | $4.44K | Hold |
68
| – | – | ﹤0.01% | 554 |
|
|
2022
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 608 |
|
|
2022
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 637 |
|
|
2022
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 578 |
|
|
2021
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 607 |
|
|
2021
Q3 | $4K | Hold |
68
| – | – | ﹤0.01% | 619 |
|
|
2021
Q2 | $4K | Hold |
68
| – | – | ﹤0.01% | 610 |
|
|
2021
Q1 | $4 | Hold |
68
| – | – | ﹤0.01% | 602 |
|
|
2020
Q4 | $4K | Hold |
68
| – | – | ﹤0.01% | 568 |
|
|
2020
Q3 | $3K | Hold |
68
| – | – | ﹤0.01% | 567 |
|
|
2020
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 565 |
|
|
2020
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 561 |
|
|
2019
Q4 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 565 |
|