Veritable’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $253K | Buy |
|
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $206K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $239K | Sell |
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|
2016
Q4 | $276K | Sell |
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|
2016
Q3 | $338K | Hold |
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|
2016
Q2 | $311K | Sell |
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|
2016
Q1 | $307K | Buy |
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|
2015
Q4 | $275K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $245K | Buy |
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|
2014
Q4 | $212K | Buy |
|