Kathleen S. Wright Associates’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
Q3 | $1.11M | Hold |
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|
2025
Q2 | $1.07M | Hold |
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|
2025
Q1 | $983K | Hold |
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|
2024
Q4 | $978K | Sell |
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|
2024
Q3 | $978K | Buy |
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|
2024
Q2 | $916K | Hold |
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|
2024
Q1 | $910K | Hold |
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|
2023
Q4 | $795K | Sell |
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|
2023
Q3 | $740K | Buy |
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|
2023
Q2 | $717K | Hold |
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|
2023
Q1 | $636K | Hold |
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|
2022
Q4 | $608K | Hold |
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|
2022
Q3 | $564K | Hold |
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|
2022
Q2 | $613K | Hold |
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|
2022
Q1 | $738K | Hold |
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|
2021
Q4 | $765K | Buy |
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