Tidal Investments’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,559
| Closed | -$307K | – | 1773 |
|
|
2024
Q4 | $307K | Sell |
4,559
-4,768
| -51% | -$321K | ﹤0.01% | 1551 |
|
|
2024
Q3 | $687K | Buy |
9,327
+1,980
| +27% | +$146K | 0.01% | 1200 |
|
|
2024
Q2 | $526K | Buy |
7,347
+416
| +6% | +$29.8K | 0.01% | 1266 |
|
|
2024
Q1 | $518K | Sell |
6,931
-1,872
| -21% | -$140K | 0.01% | 1161 |
|
|
2023
Q4 | $575K | Buy |
8,803
+1,928
| +28% | +$126K | 0.01% | 864 |
|
|
2023
Q3 | $410K | Buy |
6,875
+2,054
| +43% | +$123K | 0.01% | 935 |
|
|
2023
Q2 | $301K | Buy |
4,821
+1,248
| +35% | +$77.9K | 0.01% | 1041 |
|
|
2023
Q1 | $233K | Buy |
+3,573
| New | +$233K | 0.01% | 1121 |
|