One Wealth Advisors’s Donaldson DCI Stock Holding History

One Wealth Advisors’s Portfolio DCI Stock Details DCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$411K	Buy
2019 Q2	–	Sell
2019 Q1	$5K	Buy
2018 Q4	–	Sell
2018 Q3	$17K	Hold
2018 Q2	$13K	Hold
2018 Q1	$13K	Sell
2017 Q4	$15K	Buy