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RWA Wealth Partners’s Donaldson DCI Stock Holding History

RWA Wealth Partners’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,830
Closed -$83K – 341
2018
Q2 		$83K Buy
+1,830
New +$83K 0.01% 344