Monument Capital Management’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-33,455
Closed -$2.09M 170
2023
Q2
$2.09M Buy
33,455
+779
+2% +$48.7K 0.67% 48
2023
Q1
$2.14M Buy
+32,676
New +$2.14M 0.71% 44