Melone Private Wealth’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 | $1.23M | Buy |
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|
2025
Q2 | $670K | Hold |
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|
2025
Q1 | $614K | Hold |
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|
2024
Q4 | $611K | Sell |
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|
2024
Q3 | $643K | Hold |
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|
2024
Q2 | $627K | Hold |
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|
2024
Q1 | $623K | Hold |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $479K | Hold |
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|
2023
Q2 | $486K | Hold |
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $353K | Buy |
|