Bay Harbor Wealth Management’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$346 Buy
5
+3
+150% +$208 ﹤0.01% 752
2025
Q1
$134 Buy
+2
New +$134 ﹤0.01% 796