CVA Family Office’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11K Buy
+16
New +$1.11K ﹤0.01% 1080
2024
Q4
Sell
-15
Closed -$1.11K 1301
2024
Q3
$1.11K Buy
+15
New +$1.11K ﹤0.01% 1061