Trust Company of Vermont’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $45.1K | Hold |
650
| – | – | ﹤0.01% | 560 |
|
2025
Q1 | $43.6K | Hold |
650
| – | – | ﹤0.01% | 538 |
|
2024
Q4 | $43.8K | Hold |
650
| – | – | ﹤0.01% | 545 |
|
2024
Q3 | $47.9K | Hold |
650
| – | – | ﹤0.01% | 524 |
|
2024
Q2 | $46.5K | Hold |
650
| – | – | ﹤0.01% | 505 |
|
2024
Q1 | $48.5K | Hold |
650
| – | – | ﹤0.01% | 492 |
|
2023
Q4 | $42.5K | Hold |
650
| – | – | ﹤0.01% | 448 |
|
2023
Q3 | $38.8K | Hold |
650
| – | – | ﹤0.01% | 479 |
|
2023
Q2 | $40.6K | Hold |
650
| – | – | ﹤0.01% | 505 |
|
2023
Q1 | $42.5K | Buy |
+650
| New | +$42.5K | ﹤0.01% | 520 |
|