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Cambridge Trust’s Donaldson DCI Stock Holding History

Cambridge Trust’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$13.8M Buy
184,474
+87,507
+90% +$6.54M 0.52% 59
2023
Q4 		$6.34M Buy
96,967
+510
+0.5% +$33.3K 0.26% 85
2023
Q3 		$5.75M Buy
96,457
+25,592
+36% +$1.53M 0.27% 80
2023
Q2 		$4.43M Buy
+70,865
New +$4.43M 0.2% 88