Sutton Wealth Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-22
| Closed | -$1.3K | – | 1003 |
|
|
2022
Q4 | $1.3K | Hold |
22
| – | – | ﹤0.01% | 1266 |
|
|
2022
Q3 | $1.08K | Hold |
22
| – | – | ﹤0.01% | 1273 |
|
|
2022
Q2 | $1.06K | Buy |
22
+20
| +1,000% | +$963 | ﹤0.01% | 1267 |
|
|
2022
Q1 | $104 | Sell |
2
-12
| -86% | -$624 | ﹤0.01% | 1617 |
|
|
2021
Q4 | $830 | Buy |
+14
| New | +$830 | ﹤0.01% | 1375 |
|