Wealthspire Advisors (Maryland)’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,042
| Closed | -$233K | – | 446 |
|
|
2019
Q4 | $233K | Hold |
4,042
| – | – | 0.02% | 440 |
|
|
2019
Q3 | $211K | Sell |
4,042
-18
| -0.4% | -$940 | 0.02% | 424 |
|
|
2019
Q2 | $206K | Sell |
4,060
-53
| -1% | -$2.69K | 0.02% | 434 |
|
|
2019
Q1 | $206K | Buy |
4,113
+131
| +3% | +$6.56K | 0.02% | 426 |
|
|
2018
Q4 | $173K | Sell |
3,982
-10
| -0.3% | -$434 | 0.02% | 433 |
|
|
2018
Q3 | $233K | Buy |
3,992
+61
| +2% | +$3.56K | 0.02% | 421 |
|
|
2018
Q2 | $177K | Sell |
3,931
-780
| -17% | -$35.1K | 0.02% | 497 |
|
|
2018
Q1 | $212K | Sell |
4,711
-117
| -2% | -$5.27K | 0.02% | 446 |
|
|
2017
Q4 | $236K | Buy |
4,828
+69
| +1% | +$3.37K | 0.02% | 429 |
|
|
2017
Q3 | $219K | Buy |
4,759
+46
| +1% | +$2.12K | 0.02% | 444 |
|
|
2017
Q2 | $215K | Buy |
4,713
+1,937
| +70% | +$88.4K | 0.03% | 430 |
|
|
2017
Q1 | $126K | Hold |
2,776
| – | – | 0.02% | 514 |
|
|
2016
Q4 | $117K | Hold |
2,776
| – | – | 0.02% | 527 |
|
|
2016
Q3 | $104K | Hold |
2,776
| – | – | 0.02% | 556 |
|
|
2016
Q2 | $95K | Hold |
2,776
| – | – | 0.02% | 542 |
|
|
2016
Q1 | $89K | Buy |
2,776
+105
| +4% | +$3.37K | 0.02% | 545 |
|
|
2015
Q4 | $77K | Buy |
+2,671
| New | +$77K | 0.01% | 596 |
|