Values First Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.87M | Sell |
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|
2024
Q2 | $1.82M | Sell |
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|
2024
Q1 | $2.1M | Sell |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.67M | Sell |
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|
2023
Q2 | $1.76M | Sell |
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|
2023
Q1 | $2.38M | Buy |
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|
2022
Q4 | $2.12M | Sell |
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|
2022
Q3 | $1.8M | Buy |
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|
2022
Q2 | $1.72M | Buy |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $2.15M | Buy |
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|
2021
Q1 | $1.66M | Buy |
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|
2020
Q4 | $1.56M | Sell |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.27M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.44M | Buy |
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