Curated Wealth Partners’s Donaldson DCI Stock Holding History

Curated Wealth Partners’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	$315K	Hold
2025 Q2	$267K	Hold
2025 Q1	$258K	Buy