Donaldson Capital Management, LLC AMER BALANCED FD INC Transaction History

Donaldson Capital Management, LLC

  • $2.59 Billion
  • Q3 2024

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2019

Nov 04, 2019
SELL
N/A
-10,533 Closed
0 $0
Q2 2019

Aug 12, 2019
SELL
N/A
-1,000 Reduced 8.67%
10,533 $288,000
Q4 2018

Feb 08, 2019
BUY
N/A
422 Added 3.8%
11,533 $287,000
Q1 2018

Apr 30, 2018
SELL
N/A
-1,053 Reduced 8.66%
11,111 $297,000
Q4 2017

Jan 30, 2018
BUY
N/A
12,164 New
12,164 $330,000
Q4 2017

Jan 26, 2018
SELL
N/A
-13,908 Closed
0 $0
Q3 2017

Nov 08, 2017
BUY
N/A
13,908
13,908 $376,000
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