Steward Financial Group’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$4K	Buy	+78	New	+$4K	﹤0.01%	708
2022 Q3	–	Sell	-45	Closed	-$2K	–	400
2022 Q2	$2K	Buy	+45	New	+$2K	﹤0.01%	534