Spire Wealth Management’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 | $130K | Hold |
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|
2025
Q2 | $126K | Hold |
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|
2025
Q1 | $115K | Sell |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q3 | $117K | Sell |
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|
2024
Q2 | $115K | Hold |
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|
2024
Q1 | $114K | Hold |
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|
2023
Q4 | $101K | Buy |
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|
2023
Q3 | $86.3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.24M | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.35M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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