Summit Investment Advisory Services’s BrandywineGLOBAL Dynamic US Large Cap Value ETF DVAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,375
Closed -$177K 69
2023
Q4
$177K Buy
+14,375
New +$177K 0.11% 62