Aspire Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $236K | Buy |
6,932
+67
| +1% | +$2.28K | 0.13% | 89 |
|
2024
Q2 | $220K | Hold |
6,865
| – | – | 0.13% | 91 |
|
2024
Q1 | $217K | Buy |
6,865
+119
| +2% | +$3.76K | 0.13% | 92 |
|
2023
Q4 | $193K | Sell |
6,746
-15
| -0.2% | -$429 | 0.13% | 92 |
|
2023
Q3 | $174K | Buy |
6,761
+51
| +0.8% | +$1.31K | 0.13% | 92 |
|
2023
Q2 | $178K | Buy |
6,710
+668
| +11% | +$17.7K | 0.13% | 91 |
|
2023
Q1 | $152K | Buy |
6,042
+4,782
| +380% | +$120K | 0.12% | 95 |
|
2022
Q4 | $30.3K | Buy |
+1,260
| New | +$30.3K | 0.03% | 130 |
|