Frontier Wealth Management’s Davis Select Financial ETF DFNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$314K Hold
2022
Q1
$364K Hold
2021
Q4
$370K Buy
2021
Q3
$335K Hold
2021
Q2
$330K Buy
2021
Q1
$260K Hold
2020
Q4
$221K Buy