PWM
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Parkworth Wealth Management’s Donaldson DCI Stock Holding History

Parkworth 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 		$555 Buy
8
+4
+100% +$278 ﹤0.01% 612
2025
Q1 		$268 Hold
4
– – ﹤0.01% 630
2024
Q4 		$269 Buy
+4
New +$269 ﹤0.01% 651