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Urban Wealth Management’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Urban Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$2K Buy
+50
New +$2.19K 0.01% 294

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JTWM
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FPAS
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Urban Wealth Management's DFAT Position: Q2 2022 in Review

Urban Wealth Management opened a new position in U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2022: 50 shares worth $2K. The stake represents 0.01% of the portfolio and ranks #294 among its holdings.

400 funds tracked by Wall St. Rank hold DFAT as of Q2 2022.

  • Urban Wealth Management held 50 shares of U.S. Targeted Value Portfolio ETF Class Shares worth $2K as of Q2 2022.
  • U.S. Targeted Value Portfolio ETF Class Shares was a new Urban Wealth Management position in Q2 2022.
  • U.S. Targeted Value Portfolio ETF Class Shares made up 0.01% of Urban Wealth Management's portfolio in Q2 2022, its #294 holding.
  • 400 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.