Toth Financial Advisory’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20
| Closed | -$1.34K | – | 741 |
|
|
2025
Q1 | $1.34K | Hold |
20
| – | – | ﹤0.01% | 633 |
|
|
2024
Q4 | $1.35K | Hold |
20
| – | – | ﹤0.01% | 627 |
|
|
2024
Q3 | $1.47K | Hold |
20
| – | – | ﹤0.01% | 632 |
|
|
2024
Q2 | $1.43K | Hold |
20
| – | – | ﹤0.01% | 656 |
|
|
2024
Q1 | $1.49K | Buy |
+20
| New | +$1.49K | ﹤0.01% | 639 |
|