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Regent Peak Wealth Advisors’s Donaldson DCI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7
Closed – – 342
2020
Q4 		$0 Buy
+7
New – ﹤0.01% 1066