Patriot Financial Group Insurance Agency’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-312	Closed	-$14K	–	659
2018 Q1	$14K	Hold	312	–	–	0.01%	537
2017 Q4	$16K	Hold	312	–	–	0.01%	493
2017 Q3	$14K	Buy	+312	New	+$14K	0.01%	483