Gratus Capital’s Kovitz Core Equity ETF EQTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$2.2M Sell
2024
Q1
$2.23M Sell
2023
Q4
$2.25M Sell
2023
Q3
$2.18M Sell
2023
Q2
$2.29M Sell
2023
Q1
$2.12M Sell
2022
Q4
$12.8M Buy