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MPWM Advisory Solutions’s Donaldson DCI Stock Holding History

MPWM Advisory Solutions’s Portfolio DCI Stock Details DCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8
Closed -$536 – 589
2025
Q1 		$536 Hold
8
– – ﹤0.01% 633
2024
Q4 		$539 Buy
+8
New +$539 ﹤0.01% 653