Castle Wealth Management’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
Sell
-500
Closed -$12K 233
2022
Q3
$12K Hold
500
0.01% 386
2022
Q2
$13K Buy
+500
New +$13K 0.01% 361