Zeke Capital Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-53,300
| Closed | -$2.4M | – | 652 |
|
|
2018
Q1 | $2.4M | Buy |
53,300
+4,170
| +8% | +$188K | 0.22% | 77 |
|
|
2017
Q4 | $2.41M | Buy |
49,130
+9,530
| +24% | +$467K | 0.25% | 66 |
|
|
2017
Q3 | $1.82M | Buy |
39,600
+21,800
| +122% | +$1M | 0.25% | 70 |
|
|
2017
Q2 | $811K | Buy |
17,800
+6,375
| +56% | +$290K | 0.16% | 83 |
|
|
2017
Q1 | $520K | Buy |
+11,425
| New | +$520K | 0.11% | 113 |
|