Wealthcare Advisory Partners’s Davis Select Financial ETF DFNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-106
| Closed | -$3K | – | 1499 |
|
|
2019
Q4 | $3K | Buy |
106
+3
| +3% | +$85 | ﹤0.01% | 1190 |
|
|
2019
Q3 | $2K | Hold |
103
| – | – | ﹤0.01% | 1205 |
|
|
2019
Q2 | $2K | Hold |
103
| – | – | ﹤0.01% | 1176 |
|
|
2019
Q1 | $2K | Hold |
103
| – | – | ﹤0.01% | 1086 |
|
|
2018
Q4 | $2K | Buy |
103
+3
| +3% | +$58 | ﹤0.01% | 1066 |
|
|
2018
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1112 |
|
|
2018
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1111 |
|