OIA
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Optimum Investment Advisors’s Donaldson DCI Stock Holding History

Optimum Investment Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-28
Closed -$1.65K – 744
2022
Q4 		$1.65K Hold
28
– – ﹤0.01% 688
2022
Q3 		$1K Buy
+28
New +$1K ﹤0.01% 750