World Asset Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $309K | Sell |
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|
2021
Q2 | $354K | Sell |
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|
2021
Q1 | $368K | Sell |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $467K | Sell |
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|
2019
Q3 | $458K | Buy |
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|
2019
Q2 | $435K | Buy |
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|
2019
Q1 | $426K | Buy |
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|
2018
Q4 | $336K | Sell |
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|
2018
Q3 | $481K | Buy |
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|
2018
Q2 | $370K | Sell |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $464K | Sell |
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|
2017
Q3 | $462K | Buy |
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|
2017
Q2 | $456K | Buy |
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|
2017
Q1 | $414K | Buy |
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|
2016
Q4 | $338K | Sell |
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|
2016
Q3 | $322K | Buy |
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|
2016
Q2 | $207K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $395K | Sell |
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|
2014
Q4 | $411K | Sell |
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|
2014
Q3 | $513K | Sell |
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|
2014
Q2 | $552K | Sell |
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|
2014
Q1 | $563K | Sell |
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|
2013
Q4 | $585K | Sell |
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|
2013
Q3 | $599K | Sell |
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|
2013
Q2 | $640K | Buy |
|