HWMO
Heritage Wealth Management (Ohio)’s Davis Select Worldwide ETF DWLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
24,320
+2,900
| +14% | +$120K | 0.33% | 81 |
|
|
2025
Q1 | $807K | Hold |
21,420
| – | – | 0.27% | 94 |
|
|
2024
Q4 | $778K | Buy |
21,420
+850
| +4% | +$30.9K | 0.26% | 100 |
|
|
2024
Q3 | $780K | Buy |
20,570
+900
| +5% | +$34.1K | 0.26% | 100 |
|
|
2024
Q2 | $667K | Buy |
+19,670
| New | +$667K | 0.22% | 108 |
|