Tyers Asset Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $575K | Hold |
11,040
| – | – | 0.02% | 435 |
|
|
2019
Q2 | $561K | Hold |
11,040
| – | – | 0.02% | 451 |
|
|
2019
Q1 | $553K | Hold |
11,040
| – | – | 0.02% | 442 |
|
|
2018
Q4 | $479K | Hold |
11,040
| – | – | 0.02% | 417 |
|
|
2018
Q3 | $643K | Buy |
11,040
+1,136
| +11% | +$66.2K | 0.02% | 406 |
|
|
2018
Q2 | $447K | Buy |
9,904
+144
| +1% | +$6.5K | 0.02% | 468 |
|
|
2018
Q1 | $440K | Buy |
9,760
+128
| +1% | +$5.77K | 0.02% | 450 |
|
|
2017
Q4 | $471K | Buy |
9,632
+1,536
| +19% | +$75.1K | 0.02% | 444 |
|
|
2017
Q3 | $372K | Buy |
8,096
+848
| +12% | +$39K | 0.01% | 469 |
|
|
2017
Q2 | $330K | Buy |
7,248
+2,832
| +64% | +$129K | 0.01% | 508 |
|
|
2017
Q1 | $201K | Buy |
4,416
+624
| +16% | +$28.4K | 0.01% | 538 |
|
|
2016
Q4 | $160K | Buy |
+3,792
| New | +$160K | 0.01% | 542 |
|