Venturi Wealth Management’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 |
-781
| Closed | -$52.6K | – | 871 |
|
|
2024
Q4 | $52.6K | Buy |
781
+369
| +90% | +$24.9K | ﹤0.01% | 1002 |
|
|
2024
Q3 | $30.4K | Sell |
412
-71
| -15% | -$5.23K | ﹤0.01% | 904 |
|
|
2024
Q2 | $34.6K | Buy |
483
+359
| +290% | +$25.7K | ﹤0.01% | 779 |
|
|
2024
Q1 | $9.26K | Buy |
124
+87
| +235% | +$6.5K | ﹤0.01% | 951 |
|
|
2023
Q4 | $2.42K | Hold |
37
| – | – | ﹤0.01% | 1172 |
|
|
2023
Q3 | $2.21K | Buy |
+37
| New | +$2.21K | ﹤0.01% | 1150 |
|