TrueWealth LLC’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-111
| Closed | -$6K | – | 733 |
|
|
2019
Q4 | $6K | Hold |
111
| – | – | ﹤0.01% | 541 |
|
|
2019
Q3 | $6K | Hold |
111
| – | – | ﹤0.01% | 534 |
|
|
2019
Q2 | $6K | Sell |
111
-100
| -47% | -$5.41K | ﹤0.01% | 534 |
|
|
2019
Q1 | $11K | Hold |
211
| – | – | 0.01% | 442 |
|
|
2018
Q4 | $9K | Hold |
211
| – | – | ﹤0.01% | 450 |
|
|
2018
Q3 | $12K | Hold |
211
| – | – | 0.01% | 449 |
|
|
2018
Q2 | $10K | Hold |
211
| – | – | ﹤0.01% | 479 |
|
|
2018
Q1 | $10K | Hold |
211
| – | – | 0.01% | 450 |
|
|
2017
Q4 | $10K | Buy |
+211
| New | +$10K | ﹤0.01% | 504 |
|