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Wetzel Investment Advisors’s Davis Select Financial ETF DFNL Stock Holding History

Wetzel Investment Advisors’s Portfolio DFNL Stock Details DFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-470
Closed -$15.7K – 298
2024
Q2 		$15.7K Hold
470
– – 0.01% 378
2024
Q1 		$14.8K Hold
470
– – 0.01% 436
2023
Q4 		$14K Buy
+470
New +$14K 0.01% 437