Avior Wealth Management’s Donaldson DCI Stock Holding History

Avior Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$1.21K	Buy
2024 Q3	$737	Hold
2024 Q2	$715	Sell
2024 Q1	$40.1K	Buy