WMS Partners’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $18.4M | Hold |
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|
2018
Q2 | $14.2M | Hold |
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|
2018
Q1 | $14.2M | Hold |
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|
2017
Q4 | $15.4M | Hold |
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|
2017
Q3 | $14.5M | Hold |
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|
2017
Q2 | $14.3M | Hold |
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|
2017
Q1 | $14.3M | Hold |
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|
2016
Q4 | $13.3M | Hold |
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|
2016
Q3 | $11.8M | Hold |
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|
2016
Q2 | $10.8M | Hold |
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|
2016
Q1 | $10.1M | Hold |
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|
2015
Q4 | $9.03M | Hold |
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|
2015
Q3 | $8.85M | Hold |
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|
2015
Q2 | $11.3M | Hold |
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|
2015
Q1 | $11.9M | Hold |
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|
2014
Q4 | $12.2M | Hold |
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|
2014
Q3 | $12.8M | Hold |
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|
2014
Q2 | $13.3M | Hold |
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|
2014
Q1 | $13.4M | Hold |
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|
2013
Q4 | $13.7M | Hold |
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|
2013
Q3 | $12M | Hold |
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|
2013
Q2 | $11.2M | Buy |
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