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SYSTM Wealth Solutions’s Donaldson DCI Stock Holding History

SYSTM Wealth Solutions’s Portfolio DCI Stock Details DCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-105
Closed -$7.51K – 233
2024
Q2 		$7.51K Sell
105
-19
-15% -$1.36K ﹤0.01% 520
2024
Q1 		$9.26K Hold
124
– – ﹤0.01% 784
2023
Q4 		$8.1K Buy
+124
New +$8.1K ﹤0.01% 850