Andesa Financial Management’s Davis Select Financial ETF DFNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $975K | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $4.44M | Buy |
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|
2022
Q2 | $2.9M | Buy |
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|
2022
Q1 | $2.73M | Sell |
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|
2021
Q4 | $2.92M | Buy |
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|
2021
Q3 | $2.47M | Sell |
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|
2021
Q2 | $4.96M | Buy |
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|
2021
Q1 | $4.17M | Buy |
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|
2020
Q4 | $1.75M | Sell |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $598K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $799K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $210K | Hold |
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|
2018
Q2 | $202K | Buy |
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