Weld Capital Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,476
| Closed | -$405K | – | 500 |
|
|
2020
Q1 | $405K | Buy |
10,476
+4,975
| +90% | +$192K | 0.21% | 178 |
|
|
2019
Q4 | $317K | Sell |
5,501
-35,472
| -87% | -$2.04M | 0.06% | 458 |
|
|
2019
Q3 | $2.13M | Buy |
+40,973
| New | +$2.13M | 0.39% | 37 |
|
|
2019
Q1 | – | Sell |
-12,170
| Closed | -$528K | – | 703 |
|
|
2018
Q4 | $528K | Buy |
+12,170
| New | +$528K | 0.12% | 327 |
|