Wealthspire Advisors (New York)’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $490K | Buy |
7,063
+67
| +1% | +$4.65K | ﹤0.01% | 543 |
|
|
2025
Q1 | $469K | Sell |
6,996
-9
| -0.1% | -$604 | ﹤0.01% | 527 |
|
|
2024
Q4 | $472K | Buy |
7,005
+1,703
| +32% | +$115K | ﹤0.01% | 528 |
|
|
2024
Q3 | $391K | Buy |
5,302
+90
| +2% | +$6.63K | ﹤0.01% | 555 |
|
|
2024
Q2 | $373K | Buy |
5,212
+106
| +2% | +$7.59K | ﹤0.01% | 488 |
|
|
2024
Q1 | $381K | Buy |
5,106
+140
| +3% | +$10.5K | 0.01% | 476 |
|
|
2023
Q4 | $325K | Hold |
4,966
| – | – | ﹤0.01% | 507 |
|
|
2023
Q3 | $296K | Buy |
4,966
+1,325
| +36% | +$79K | ﹤0.01% | 487 |
|
|
2023
Q2 | $228K | Sell |
3,641
-109
| -3% | -$6.81K | ﹤0.01% | 504 |
|
|
2023
Q1 | $245K | Sell |
3,750
-612
| -14% | -$40K | ﹤0.01% | 474 |
|
|
2022
Q4 | $257K | Buy |
+4,362
| New | +$257K | ﹤0.01% | 487 |
|
|
2019
Q1 | – | Sell |
-441
| Closed | -$19K | – | 226 |
|
|
2018
Q4 | $19K | Buy |
+441
| New | +$19K | ﹤0.01% | 349 |
|