Impact Partnership Wealth’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,410	Closed	-$105K	–	321
2024 Q1	$105K	Sell	1,410 -27	-2%	-$2.02K	0.04%	252
2023 Q4	$93.9K	Sell	1,437 -551	-28%	-$36K	0.03%	261
2023 Q3	$119K	Buy	+1,988	New	+$119K	0.04%	286