Clearstead Advisors’s Donaldson DCI Stock Holding History

Clearstead Advisors’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$25.5K	Hold
2025 Q2	$21.6K	Buy
2025 Q1	$7.99K	Buy
2024 Q4	$1.35K	Sell
2024 Q3	$8.11K	Hold
2024 Q2	$7.87K	Buy
2024 Q1	$1.64K	Hold
2023 Q4	$1.44K	Sell
2023 Q3	$11.1K	Buy