Allworth Financial’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.8K | Hold |
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|
2025
Q1 | $5.9K | Hold |
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|
2024
Q4 | $6.53K | Hold |
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|
2024
Q3 | $6.24K | Hold |
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|
2024
Q2 | $5.93K | Hold |
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|
2024
Q1 | $5.75K | Buy |
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|
2023
Q4 | $5.06K | Hold |
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|
2023
Q3 | $4.54K | Hold |
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|
2023
Q2 | $4.66K | Hold |
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|
2023
Q1 | $4.38K | Hold |
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|
2022
Q4 | $4.1K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Buy |
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