Financial Advocates Investment Management’s Davis Select US Equity ETF DUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $379K | Buy |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $393K | Hold |
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|
2024
Q1 | $390K | Hold |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $498K | Sell |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $584K | Sell |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | $534K | Sell |
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|
2022
Q1 | $654K | Sell |
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|
2021
Q4 | $678K | Sell |
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|
2021
Q3 | $674K | Buy |
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|
2021
Q2 | $691K | Hold |
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|
2021
Q1 | $647K | Sell |
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|
2020
Q4 | $611K | Sell |
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|
2020
Q3 | $554K | Sell |
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|
2020
Q2 | $564K | Sell |
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|
2020
Q1 | $499K | Buy |
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|
2019
Q4 | $536K | Sell |
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|
2019
Q3 | $514K | Sell |
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|
2019
Q2 | $550K | Sell |
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|
2019
Q1 | $537K | Hold |
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|
2018
Q4 | $476K | Buy |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $223K | Hold |
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|
2018
Q1 | $213K | Hold |
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|
2017
Q4 | $216K | Buy |
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