Avantax Planning Partners’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,537	Closed	-$148K	–	487
2018 Q3	$148K	Buy	+2,537	New	+$148K	0.01%	275
2018 Q2	–	Sell	-2,602	Closed	-$117K	–	512
2018 Q1	$117K	Buy	+2,602	New	+$117K	0.01%	387