Wealthcare Advisory Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17
| Closed | -$1K | – | 838 |
|
|
2021
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1967 |
|
|
2020
Q2 | – | Sell |
-17
| Closed | -$1K | – | 534 |
|
|
2020
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1309 |
|
|
2019
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1275 |
|
|
2019
Q2 | $1K | Hold |
17
| – | – | ﹤0.01% | 1238 |
|
|
2019
Q1 | $1K | Hold |
17
| – | – | ﹤0.01% | 1143 |
|
|
2018
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 1129 |
|
|
2018
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 1167 |
|
|
2018
Q2 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1170 |
|