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Global Financial Private Client’s Donaldson DCI Stock Holding History

Global Financial Private Client’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16
Closed -$1.07K – 562
2025
Q1 		$1.07K Buy
16
+11
+220% +$738 ﹤0.01% 1044
2024
Q4 		$337 Buy
+5
New +$337 ﹤0.01% 1072