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Alaethes Wealth’s Donaldson DCI Stock Holding History

Alaethes Wealth’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-89
Closed -$5K – 146
2022
Q1 		$5K Buy
+89
New +$5K ﹤0.01% 257