DFPG Investments’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$294K Sell
2023
Q3
$285K Sell
2023
Q2
$349K Buy
2023
Q1
$319K Buy
2022
Q4
$267K Buy