Creative Financial Designs’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.7K | Hold |
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|
2025
Q1 | $42.4K | Sell |
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|
2024
Q4 | $85.9K | Sell |
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|
2024
Q3 | $95.1K | Sell |
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|
2024
Q2 | $146K | Sell |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $436K | Sell |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $383K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $483K | Buy |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $484K | Buy |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $413K | Sell |
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|
2020
Q3 | $353K | Buy |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $305K | Buy |
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|
2019
Q3 | $201K | Buy |
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