Valued Wealth Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96K | Hold |
28
| – | – | ﹤0.01% | 387 |
|
|
2025
Q1 | $1.89K | Hold |
28
| – | – | ﹤0.01% | 418 |
|
|
2024
Q4 | $1.89K | Buy |
28
+6
| +27% | +$404 | ﹤0.01% | 412 |
|
|
2024
Q3 | $1.62K | Hold |
22
| – | – | ﹤0.01% | 396 |
|
|
2024
Q2 | $1.58K | Buy |
22
+2
| +10% | +$143 | ﹤0.01% | 393 |
|
|
2024
Q1 | $1.49K | Buy |
+20
| New | +$1.49K | ﹤0.01% | 395 |
|