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Buckingham Strategic Wealth’s Donaldson DCI Stock Holding History

Buckingham Strategic 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
2020
Q4 		– Sell
-5,392
Closed -$250K – 543
2020
Q3 		$250K Buy
+5,392
New +$250K 0.02% 414