Bickling Financial Services’s Davis Select Worldwide ETF DWLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-13,280
| Closed | -$363K | – | 122 |
|
|
2022
Q1 | $363K | Sell |
13,280
-1,379
| -9% | -$37.7K | 0.19% | 91 |
|
|
2021
Q4 | $428K | Sell |
14,659
-1,002
| -6% | -$29.3K | 0.21% | 81 |
|
|
2021
Q3 | $465K | Sell |
15,661
-1,199
| -7% | -$35.6K | 0.24% | 72 |
|
|
2021
Q2 | $576K | Buy |
16,860
+1,999
| +13% | +$68.3K | 0.26% | 63 |
|
|
2021
Q1 | $502K | Buy |
14,861
+261
| +2% | +$8.82K | 0.25% | 69 |
|
|
2020
Q4 | $449K | Buy |
+14,600
| New | +$449K | 0.28% | 59 |
|