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Realta Investment Advisors’s Donaldson DCI Stock Holding History

Realta 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
2020
Q1 		– Sell
-152
Closed -$9K – 539
2019
Q4 		$9K Hold
152
– – ﹤0.01% 1160
2019
Q3 		$8K Hold
152
– – ﹤0.01% 1166
2019
Q2 		$8K Buy
+152
New +$8K ﹤0.01% 1199