Dogwood Wealth Management’s Donaldson DCI Stock Holding History

Dogwood Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21K	Hold
2026 Q1	$19.9K	Buy
2025 Q4	$17.7K	Hold
2025 Q3	$16.4K	Buy
2025 Q2	$6.29K	Buy