IFP Advisors’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
Q2 | $123K | Hold |
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|
2025
Q1 | $113K | Hold |
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|
2024
Q4 | $112K | Sell |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q2 | $195K | Sell |
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|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $194K | Hold |
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|
2023
Q3 | $174K | Hold |
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|
2023
Q2 | $177K | Hold |
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|
2023
Q1 | $133K | Sell |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $631K | Hold |
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|
2022
Q2 | $631K | Hold |
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|
2022
Q1 | $631K | Sell |
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|
2021
Q4 | $917K | Buy |
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|
2021
Q3 | $513K | Hold |
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|
2021
Q2 | $535K | Hold |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $538K | Sell |
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|
2020
Q3 | $547K | Buy |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $13K | Sell |
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|
2019
Q4 | $1.77M | Sell |
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|
2019
Q3 | $1.66M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $891K | Sell |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $537K | Buy |
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