TD Private Client Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $239K | Sell |
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|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $201K | Buy |
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|
2024
Q4 | $178K | Buy |
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|
2024
Q3 | $187K | Buy |
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|
2024
Q2 | $137K | Sell |
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|
2024
Q1 | $149K | Buy |
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|
2023
Q4 | $95.3K | Buy |
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|
2023
Q3 | $57.6K | Buy |
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|
2023
Q2 | $45.8K | Buy |
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|
2023
Q1 | $25.3K | Sell |
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|
2022
Q4 | $25.4K | Sell |
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|
2022
Q3 | $43.2K | Buy |
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|
2022
Q2 | $41.4K | Buy |
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|
2022
Q1 | $44.3K | Buy |
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|
2021
Q4 | $415 | Hold |
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|
2021
Q3 | $402 | Hold |
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|
2021
Q2 | $445 | Buy |
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