Winthrop Advisory Group’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,945
| Closed | -$568K | – | 130 |
|
|
2022
Q1 | $568K | Buy |
+10,945
| New | +$568K | 0.12% | 62 |
|
|
2021
Q4 | – | Sell |
-10,945
| Closed | -$628K | – | 145 |
|
|
2021
Q3 | $628K | Hold |
10,945
| – | – | 0.14% | 53 |
|
|
2021
Q2 | $701K | Hold |
10,945
| – | – | 0.16% | 50 |
|
|
2021
Q1 | $637K | Hold |
10,945
| – | – | 0.16% | 50 |
|
|
2020
Q4 | $612K | Buy |
+10,945
| New | +$612K | 0.16% | 51 |
|