Wealthfront’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-686
| Closed | -$19K | – | 455 |
|
|
2015
Q3 | $19K | Buy |
686
+241
| +54% | +$6.68K | ﹤0.01% | 766 |
|
|
2015
Q2 | $16K | Buy |
445
+364
| +449% | +$13.1K | ﹤0.01% | 700 |
|
|
2015
Q1 | $3K | Buy |
81
+79
| +3,950% | +$2.93K | ﹤0.01% | 899 |
|
|
2014
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 746 |
|