AWM
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Accel Wealth Management’s Donaldson DCI Stock Holding History

Accel Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-75
Closed -$4.9K – 324
2023
Q1 		$4.9K Hold
75
– – ﹤0.01% 1018
2022
Q4 		$4.42K Buy
+75
New +$4.42K ﹤0.01% 828