AFWM
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Abich Financial Wealth Management’s Donaldson DCI Stock Holding History

Abich Financial Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-31
Closed -$2.22K – 486
2024
Q2 		$2.22K Sell
31
-4
-11% -$286 ﹤0.01% 467
2024
Q1 		$2.61K Buy
35
+5
+17% +$373 ﹤0.01% 357
2023
Q4 		$1.96K Buy
+30
New +$1.96K ﹤0.01% 329