HIW
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Holos Integrated Wealth’s Donaldson DCI Stock Holding History

Holos Integrated Wealth’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 		$5.63K Hold
78
– – ﹤0.01% 225
2025
Q1 		$5.23K Hold
78
– – ﹤0.01% 226
2024
Q4 		$5.25K Buy
+78
New +$5.25K ﹤0.01% 229