Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,378
| Closed | -$215K | – | 138 |
|
|
2023
Q3 | $215K | Sell |
8,378
-12,832
| -60% | -$330K | 0.15% | 128 |
|
|
2023
Q2 | $563K | Buy |
21,210
+4,301
| +25% | +$114K | 0.39% | 65 |
|
|
2023
Q1 | $425K | Buy |
16,909
+2,389
| +16% | +$60.1K | 0.34% | 77 |
|
|
2022
Q4 | $349K | Buy |
14,520
+319
| +2% | +$7.66K | 0.31% | 83 |
|
|
2022
Q3 | $303K | Buy |
+14,201
| New | +$303K | 0.28% | 85 |
|