Checchi Capital Advisers’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Buy
2024
Q2
Sell
2024
Q1
$201K Buy
2016
Q3
Sell
2016
Q2
$32K Sell
2016
Q1
$31K Buy