Gladstone Institutional Advisory’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
Q3 | $1.21M | Sell |
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|
2025
Q2 | $1.19M | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $1.97M | Sell |
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|
2024
Q2 | $5.49M | Sell |
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|
2024
Q1 | $5.48M | Sell |
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|
2023
Q4 | $4.87M | Sell |
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|
2023
Q3 | $4.45M | Sell |
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|
2023
Q2 | $4.75M | Sell |
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|
2023
Q1 | $4.78M | Buy |
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|
2022
Q4 | $4.39M | Buy |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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