Faithward Advisors’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,868
Closed -$211K 269
2024
Q3
$211K Hold
2,868
0.04% 261
2024
Q2
$205K Sell
2,868
-171
-6% -$12.2K 0.04% 242
2024
Q1
$227K Buy
+3,039
New +$227K 0.04% 230