I
DCI icon

InceptionR’s Donaldson DCI Stock Holding History

InceptionR’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,906
Closed -$807K – 435
2023
Q2 		$807K Sell
12,906
-23,859
-65% -$1.49M 0.43% 55
2023
Q1 		$2.4M Buy
+36,765
New +$2.4M 0.77% 4