TD Private Client Wealth’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
2,932
-59
| -2% | -$4.09K | 0.01% | 630 |
|
|
2025
Q1 | $201K | Buy |
2,991
+345
| +13% | +$23.1K | 0.01% | 596 |
|
|
2024
Q4 | $178K | Buy |
2,646
+106
| +4% | +$7.14K | 0.01% | 621 |
|
|
2024
Q3 | $187K | Buy |
2,540
+625
| +33% | +$46.1K | 0.01% | 611 |
|
|
2024
Q2 | $137K | Sell |
1,915
-86
| -4% | -$6.15K | ﹤0.01% | 641 |
|
|
2024
Q1 | $149K | Buy |
2,001
+543
| +37% | +$40.6K | ﹤0.01% | 631 |
|
|
2023
Q4 | $95.3K | Buy |
1,458
+492
| +51% | +$32.2K | ﹤0.01% | 694 |
|
|
2023
Q3 | $57.6K | Buy |
966
+233
| +32% | +$13.9K | ﹤0.01% | 743 |
|
|
2023
Q2 | $45.8K | Buy |
733
+346
| +89% | +$21.6K | ﹤0.01% | 796 |
|
|
2023
Q1 | $25.3K | Sell |
387
-44
| -10% | -$2.88K | ﹤0.01% | 903 |
|
|
2022
Q4 | $25.4K | Sell |
431
-451
| -51% | -$26.6K | ﹤0.01% | 881 |
|
|
2022
Q3 | $43.2K | Buy |
882
+22
| +3% | +$1.08K | ﹤0.01% | 755 |
|
|
2022
Q2 | $41.4K | Buy |
860
+7
| +0.8% | +$337 | ﹤0.01% | 769 |
|
|
2022
Q1 | $44.3K | Buy |
853
+846
| +12,086% | +$43.9K | ﹤0.01% | 797 |
|
|
2021
Q4 | $415 | Hold |
7
| – | – | ﹤0.01% | 1144 |
|
|
2021
Q3 | $402 | Hold |
7
| – | – | ﹤0.01% | 1187 |
|
|
2021
Q2 | $445 | Buy |
+7
| New | +$445 | ﹤0.01% | 1191 |
|