Peninsula Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.26M | Buy |
37,150
+615
| +2% | +$20.8K | 0.21% | 45 |
|
|
2024
Q3 | $1.27M | Buy |
36,535
+261
| +0.7% | +$9.08K | 0.22% | 44 |
|
|
2024
Q2 | $1.19M | Sell |
36,274
-19,653
| -35% | -$645K | 0.22% | 45 |
|
|
2024
Q1 | $1.77M | Buy |
55,927
+1,134
| +2% | +$35.8K | 0.35% | 32 |
|
|
2023
Q4 | $1.57M | Sell |
54,793
-7,256
| -12% | -$208K | 0.32% | 31 |
|
|
2023
Q3 | $1.57M | Sell |
62,049
-112,449
| -64% | -$2.85M | 0.37% | 26 |
|
|
2023
Q2 | $4.63M | Buy |
174,498
+3,059
| +2% | +$81.2K | 1.21% | 15 |
|
|
2023
Q1 | $4.31M | Buy |
171,439
+10,164
| +6% | +$256K | 1.24% | 15 |
|
|
2022
Q4 | $3.87M | Buy |
161,275
+77,834
| +93% | +$1.87M | 1.22% | 14 |
|
|
2022
Q3 | $1.78M | Buy |
83,441
+37,061
| +80% | +$791K | 0.63% | 22 |
|
|
2022
Q2 | $1.04M | Buy |
+46,380
| New | +$1.04M | 0.35% | 28 |
|