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Mowery & Schoenfeld Wealth Management’s Donaldson DCI Stock Holding History

Mowery & Schoenfeld 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
2025
Q2 		$6.24K Hold
90
– – 0.01% 253
2025
Q1 		$6.04K Hold
90
– – 0.01% 307
2024
Q4 		$6.06K Hold
90
– – 0.01% 286
2024
Q3 		$6.63K Buy
+90
New +$6.63K 0.01% 192