LWM
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Lyons Wealth Management’s Donaldson DCI Stock Holding History

Lyons Wealth Management’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16,792
Closed -$770K – 46
2017
Q3 		$770K Sell
16,792
-1,134
-6% -$52K 1.15% 23
2017
Q2 		$814K Buy
+17,926
New +$814K 1.14% 26