WFG Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $18K | Sell |
405
-99
| -20% | -$4.4K | ﹤0.01% | 977 |
|
|
2017
Q1 | $23K | Buy |
504
+201
| +66% | +$9.17K | 0.01% | 847 |
|
|
2016
Q4 | $13K | Buy |
303
+2
| +0.7% | +$86 | ﹤0.01% | 1037 |
|
|
2016
Q3 | $11K | Buy |
+301
| New | +$11K | ﹤0.01% | 1090 |
|
|
2015
Q1 | – | Sell |
-140
| Closed | -$5K | – | 1805 |
|
|
2014
Q4 | $5K | Hold |
140
| – | – | ﹤0.01% | 1615 |
|
|
2014
Q3 | $6K | Hold |
140
| – | – | ﹤0.01% | 1599 |
|
|
2014
Q2 | $6K | Hold |
140
| – | – | ﹤0.01% | 1592 |
|
|
2014
Q1 | $6K | Sell |
140
-147
| -51% | -$6.3K | ﹤0.01% | 1573 |
|
|
2013
Q4 | $12K | Hold |
287
| – | – | ﹤0.01% | 1517 |
|
|
2013
Q3 | $11K | Hold |
287
| – | – | ﹤0.01% | 1479 |
|
|
2013
Q2 | $10K | Buy |
+287
| New | +$10K | ﹤0.01% | 1436 |
|