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Tiedemann Advisors’s Donaldson DCI Stock Holding History

Tiedemann Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17,450
Closed -$873K – 327
2019
Q1 		$873K Buy
17,450
+2,000
+13% +$100K 0.04% 230
2018
Q4 		$671K Buy
+15,450
New +$671K 0.03% 252