J.W. Cole Advisors’s Davis Select Worldwide ETF DWLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $231K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $273K | Buy |
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|
2021
Q4 | $289K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $906K | Hold |
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|
2021
Q1 | $896K | Buy |
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|
2020
Q4 | $774K | Buy |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $504K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $368K | Buy |
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