Andesa Financial Management’s Davis Select Worldwide ETF DWLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $263K | Sell |
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|
2021
Q3 | $502K | Sell |
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|
2021
Q2 | $3.87M | Sell |
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|
2021
Q1 | $4.3M | Buy |
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|
2020
Q4 | $800K | Sell |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $464K | Sell |
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|
2020
Q1 | $716K | Sell |
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|
2019
Q4 | $991K | Buy |
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|
2019
Q3 | $449K | Buy |
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|
2019
Q2 | $361K | Buy |
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