Wealthspire Advisors (New York)’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $515K | Sell |
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|
2025
Q2 | $490K | Buy |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $373K | Buy |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $325K | Hold |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $257K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $19K | Buy |
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