Koshinski Asset Management
DFAT icon

Koshinski Asset Management’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Koshinski Asset Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,002
Closed -$312K – 617
2023
Q1 		$312K Buy
7,002
+86
+1% +$3.99K 0.03% 418
2022
Q4 		$304K Hold
6,916
– – 0.03% 456
2022
Q3 		$270K Sell
6,916
-40
-0.6% -$1.71K 0.03% 435
2022
Q2 		$280K Sell
6,956
-3,440
-33% -$151K 0.03% 480
2022
Q1 		$484K Buy
+10,396
New +$484K 0.04% 397

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Koshinski Asset Management's DFAT Position: Q2 2023 in Review

Koshinski Asset Management sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2023, closing a stake of 7,002 shares — an estimated $312K sold.

Koshinski Asset Management first reported a position in DFAT in Q1 2022 and held it in 5 quarters. The position peaked at $484K in Q1 2022. 507 funds tracked by Wall St. Rank hold DFAT as of Q2 2023.

  • Koshinski Asset Management reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q2 2023 after selling out during the quarter.
  • Koshinski Asset Management sold 7,002 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2023, an estimated $312K.
  • Koshinski Asset Management first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2022 and held it in 5 quarters.
  • Koshinski Asset Management's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $484K in Q1 2022.
  • 507 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2023.

Based on Koshinski Asset Management's 13F filing for Q2 2023, filed 28 Jul 2023.