Mendota Financial Group’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
Q3 | $28K | Hold |
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|
2025
Q2 | $26.1K | Hold |
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|
2025
Q1 | $22.9K | Sell |
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|
2024
Q4 | $142K | Hold |
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|
2024
Q3 | $142K | Sell |
|
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|
2024
Q2 | $137K | Hold |
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|
2024
Q1 | $133K | Hold |
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|
2023
Q4 | $118K | Hold |
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|
2023
Q3 | $106K | Hold |
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|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $136K | Buy |
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|
2022
Q4 | $95.4K | Buy |
|