TFO Wealth Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$299 | – | 238 |
|
|
2024
Q1 | $299 | Hold |
4
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $261 | Hold |
4
| – | – | ﹤0.01% | 562 |
|
|
2023
Q3 | $250 | Hold |
4
| – | – | ﹤0.01% | 722 |
|
|
2023
Q2 | $250 | Hold |
4
| – | – | ﹤0.01% | 448 |
|
|
2023
Q1 | $261 | Buy |
4
+3
| +300% | +$196 | ﹤0.01% | 411 |
|
|
2022
Q4 | $246 | Buy |
+1
| New | +$246 | ﹤0.01% | 598 |
|