Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56K | Buy |
1,300
+800
| +160% | +$34.5K | ﹤0.01% | 3182 |
|
|
2025
Q1 | $20K | Sell |
500
-733
| -59% | -$29.3K | ﹤0.01% | 3664 |
|
|
2024
Q4 | $47K | Sell |
1,233
-430
| -26% | -$16.4K | ﹤0.01% | 2841 |
|
|
2024
Q3 | $62K | Sell |
1,663
-7
| -0.4% | -$261 | ﹤0.01% | 2532 |
|
|
2024
Q2 | $55K | Sell |
1,670
-2
| -0.1% | -$66 | ﹤0.01% | 2406 |
|
|
2024
Q1 | $56K | Buy |
+1,672
| New | +$56K | ﹤0.01% | 2219 |
|