WFA of San Diego’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-18,554
Closed -$1.02M 107
2020
Q2
$1.02M Buy
+18,554
New +$1.02M 0.24% 101