Baystate Wealth Management’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-48	Closed	-$3.01K	–	1050
2023 Q2	$3.01K	Hold	48	–	–	﹤0.01%	791
2023 Q1	$3.14K	Buy	+48	New	+$3.14K	﹤0.01%	768