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Wood Tarver Financial Group’s Donaldson DCI Stock Holding History

Wood Tarver Financial Group’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 		$9K Hold
140
– – ﹤0.01% 425
2025
Q1 		$9.39K Sell
140
-487
-78% -$32.7K ﹤0.01% 421
2024
Q4 		$42K Buy
+627
New +$42K 0.01% 279