Bickling Financial Services’s Davis Select Financial ETF DFNL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $507K | Buy |
18,722
+1
| +0% | +$27 | 0.32% | 58 |
|
2022
Q3 | $459K | Sell |
18,721
-299
| -2% | -$7.33K | 0.31% | 61 |
|
2022
Q2 | $493K | Buy |
19,020
+100
| +0.5% | +$2.59K | 0.31% | 61 |
|
2022
Q1 | $584K | Buy |
18,920
+400
| +2% | +$12.3K | 0.3% | 61 |
|
2021
Q4 | $566K | Buy |
18,520
+1,120
| +6% | +$34.2K | 0.27% | 63 |
|
2021
Q3 | $529K | Sell |
17,400
-487
| -3% | -$14.8K | 0.27% | 64 |
|
2021
Q2 | $537K | Buy |
17,887
+1,703
| +11% | +$51.1K | 0.24% | 68 |
|
2021
Q1 | $454K | Buy |
16,184
+2,649
| +20% | +$74.3K | 0.23% | 76 |
|
2020
Q4 | $323K | Buy |
+13,535
| New | +$323K | 0.2% | 75 |
|