Checchi Capital Advisers’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,694	Closed	-$201K	–	571
2024 Q1	$201K	Buy	+2,694	New	+$201K	0.02%	559
2016 Q3	–	Sell	-930	Closed	-$32K	–	595
2016 Q2	$32K	Sell	930 -28	-3%	-$963	﹤0.01%	1015
2016 Q1	$31K	Buy	+958	New	+$31K	0.01%	976