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Centric Wealth Management’s Davis Select US Equity ETF DUSA Stock Holding History

Centric Wealth Management’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,158
Closed -$429K – 164
2024
Q1 		$429K Sell
11,158
-138
-1% -$5.3K 0.14% 104
2023
Q4 		$420K Buy
+11,296
New +$420K 0.14% 101