FTWA
Fifth Third Wealth Advisors’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
3,745
+12
| +0.3% | +$832 | 0.01% | 585 |
|
|
2025
Q1 | $250K | Buy |
3,733
+14
| +0.4% | +$939 | 0.01% | 566 |
|
|
2024
Q4 | $250K | Sell |
3,719
-182
| -5% | -$12.3K | 0.01% | 587 |
|
|
2024
Q3 | $288K | Buy |
3,901
+213
| +6% | +$15.7K | 0.02% | 491 |
|
|
2024
Q2 | $264K | Buy |
+3,688
| New | +$264K | 0.02% | 465 |
|