JP Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $868K | Buy |
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|
2022
Q2 | $750K | Hold |
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|
2022
Q1 | $904K | Hold |
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|
2021
Q4 | $937K | Buy |
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|
2021
Q3 | $870K | Hold |
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|
2021
Q2 | $905K | Buy |
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|
2021
Q1 | $746K | Hold |
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|
2020
Q4 | $664K | Hold |
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|
2020
Q3 | $570K | Hold |
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|
2020
Q2 | $526K | Sell |
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|
2020
Q1 | $459K | Hold |
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|
2019
Q4 | $610K | Buy |
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|
2019
Q3 | $479K | Hold |
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|
2019
Q2 | $471K | Buy |
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|
2019
Q1 | $405K | Hold |
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|
2018
Q4 | $359K | Buy |
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