LWM
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LBA Wealth Management’s Donaldson DCI Stock Holding History

LBA Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-145
Closed -$6K – 320
2014
Q3 		$6K Buy
+145
New +$6K ﹤0.01% 320