Johnson Financial Group Inc (Wisconsin)’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
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|
2025
Q1 | $14.9K | Hold |
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|
2024
Q4 | $16.2K | Hold |
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|
2024
Q3 | $15.7K | Hold |
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|
2024
Q2 | $15K | Hold |
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|
2024
Q1 | $14.5K | Hold |
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|
2023
Q4 | $13K | Hold |
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|
2023
Q3 | $11.5K | Hold |
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|
2023
Q2 | $11.8K | Hold |
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|
2023
Q1 | $11.1K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $13K | Hold |
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|
2021
Q3 | $12K | Hold |
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|
2021
Q2 | $12K | Hold |
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|
2021
Q1 | $11K | Buy |
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