Confluence Wealth Services’s Davis Select Worldwide ETF DWLD Stock Holding History

Confluence Wealth Services’s Portfolio DWLD Stock Details DWLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$252K	Hold
2025 Q1	$221K	Sell
2024 Q4	$229K	Hold
2024 Q3	$233K	Sell
2024 Q2	$448K	Buy
2024 Q1	$247K	Buy