Castle Wealth Management’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-212	Closed	-$10K	–	224
2022 Q3	$10K	Hold	212	–	–	0.01%	418
2022 Q2	$10K	Buy	+212	New	+$10K	0.01%	395