Harvest Group Wealth Management’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-42
Closed -$2K 608
2019
Q4
$2K Hold
42
﹤0.01% 593
2019
Q3
$2K Buy
+42
New +$2K ﹤0.01% 672