True Wealth Design’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.42K | Buy |
107
+35
| +49% | +$2.43K | ﹤0.01% | 677 |
|
|
2025
Q1 | $4.83K | Sell |
72
-32
| -31% | -$2.15K | ﹤0.01% | 695 |
|
|
2024
Q4 | $7.01K | Buy |
+104
| New | +$7.01K | ﹤0.01% | 473 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$654 | – | 810 |
|
|
2023
Q1 | $654 | Buy |
+10
| New | +$654 | ﹤0.01% | 475 |
|