Creative Planning’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
Q3 | – | Sell |
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|
2025
Q2 | $372K | Hold |
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|
2025
Q1 | $338K | Hold |
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|
2024
Q4 | $326K | Sell |
|
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|
2024
Q3 | $352K | Hold |
|
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|
2024
Q2 | $310K | Buy |
|
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|
2024
Q1 | $294K | Buy |
|
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $255K | Hold |
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|
2023
Q2 | $268K | Hold |
|
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $845K | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $18.8M | Buy |
|