Tradition Wealth Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-301
| Closed | -$20K | – | 570 |
|
|
2023
Q4 | $20K | Buy |
301
+1
| +0.3% | +$66 | ﹤0.01% | 842 |
|
|
2023
Q3 | $18K | Buy |
300
+2
| +0.7% | +$120 | ﹤0.01% | 866 |
|
|
2023
Q2 | $19K | Buy |
298
+1
| +0.3% | +$64 | ﹤0.01% | 891 |
|
|
2023
Q1 | $19K | Buy |
297
+1
| +0.3% | +$64 | ﹤0.01% | 843 |
|
|
2022
Q4 | $17K | Sell |
296
-534
| -64% | -$30.7K | ﹤0.01% | 782 |
|
|
2022
Q3 | $41K | Buy |
830
+1
| +0.1% | +$49 | 0.01% | 556 |
|
|
2022
Q2 | $40K | Buy |
829
+2
| +0.2% | +$97 | 0.01% | 498 |
|
|
2022
Q1 | $43K | Buy |
827
+1
| +0.1% | +$52 | 0.01% | 546 |
|
|
2021
Q4 | $49K | Buy |
826
+1
| +0.1% | +$59 | 0.01% | 524 |
|
|
2021
Q3 | $47K | Buy |
825
+1
| +0.1% | +$57 | 0.01% | 520 |
|
|
2021
Q2 | $52K | Buy |
824
+1
| +0.1% | +$63 | 0.01% | 512 |
|
|
2021
Q1 | $48K | Buy |
823
+1
| +0.1% | +$58 | 0.01% | 443 |
|
|
2020
Q4 | $46K | Buy |
+822
| New | +$46K | 0.01% | 427 |
|