SYSTM Wealth Solutions’s Donaldson DCI Stock Holding History

SYSTM Wealth Solutions’s Portfolio DCI Stock Details DCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$7.51K	Sell
2024 Q1	$9.26K	Hold
2023 Q4	$8.1K	Buy