Centric Wealth Management’s Davis Select Worldwide ETF DWLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
2021
Q1
$311K Hold
2020
Q4
$283K Buy
2020
Q3
$201K Sell
2020
Q2
$217K Buy
2020
Q1
$201K Sell
2019
Q4
$231K Buy
2019
Q3
$201K Buy