TCI Wealth Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7
| Closed | -$458 | – | 713 |
|
|
2023
Q1 | $458 | Hold |
7
| – | – | ﹤0.01% | 2227 |
|
|
2022
Q4 | $412 | Hold |
7
| – | – | ﹤0.01% | 2247 |
|
|
2022
Q3 | $0 | Sell |
7
-29
| -81% | – | ﹤0.01% | 2312 |
|
|
2022
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1979 |
|
|
2022
Q1 | – | Sell |
-80
| Closed | -$5K | – | 2274 |
|
|
2021
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 1635 |
|
|
2021
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 1554 |
|
|
2021
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 1402 |
|
|
2021
Q1 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 1221 |
|
|
2019
Q4 | – | Sell |
-33
| Closed | -$2K | – | 1555 |
|
|
2019
Q3 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1054 |
|