JWCA
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J.W. Cole Advisors’s Donaldson DCI Stock Holding History

J.W. Cole Advisors’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 		$364K Buy
+5,248
New +$364K 0.01% 1048