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Innovative Portfolios’s Donaldson DCI Stock Holding History

Innovative Portfolios’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		$344K Hold
5,813
– – 0.8% 34
2021
Q3 		$344K Buy
5,813
+1,082
+23% +$64K 0.8% 34
2021
Q2 		$301K Buy
+4,731
New +$301K 0.8% 10