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Whipplewood Advisors’s Donaldson DCI Stock Holding History

Whipplewood Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.36K Sell
34
-27
-44% -$1.87K ﹤0.01% 845
2025
Q1 		$2.28K Buy
61
+27
+79% +$1.01K ﹤0.01% 862
2024
Q4 		$2.29K Buy
+34
New +$2.29K ﹤0.01% 848