CWC

Carolinas Wealth Consulting’s Donaldson DCI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-26	Closed	-$2K	–	929
2021 Q4	$2K	Buy	26 +5	+24%	+$385	﹤0.01%	815
2021 Q3	$1K	Buy	21 +6	+40%	+$286	﹤0.01%	842
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	853
2021 Q1	$1K	Buy	+15	New	+$1K	﹤0.01%	858