TwinBeech Capital’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,334
| Closed | -$1.17M | – | 763 |
|
|
2024
Q4 | $1.17M | Buy |
+17,334
| New | +$1.17M | 0.02% | 372 |
|
|
2023
Q3 | – | Sell |
-85,786
| Closed | -$5.36M | – | 688 |
|
|
2023
Q2 | $5.36M | Buy |
+85,786
| New | +$5.36M | 0.11% | 229 |
|
|
2022
Q3 | – | Sell |
-20,821
| Closed | -$1M | – | 659 |
|
|
2022
Q2 | $1M | Buy |
+20,821
| New | +$1M | 0.04% | 325 |
|
|
2021
Q4 | – | Sell |
-19,975
| Closed | -$1.15M | – | 611 |
|
|
2021
Q3 | $1.15M | Buy |
+19,975
| New | +$1.15M | 0.08% | 308 |
|
|
2021
Q2 | – | Sell |
-14,030
| Closed | -$816K | – | 473 |
|
|
2021
Q1 | $816K | Buy |
+14,030
| New | +$816K | 0.12% | 222 |
|
|
2020
Q2 | – | Sell |
-7,247
| Closed | -$280K | – | 387 |
|
|
2020
Q1 | $280K | Buy |
+7,247
| New | +$280K | 0.11% | 229 |
|