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DiNuzzo Private Wealth’s First Advantage FA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$200 Sell
12
-6
-33% -$100 ﹤0.01% 1244
2025
Q1
$254 Hold
18
﹤0.01% 1204
2024
Q4
$338 Hold
18
﹤0.01% 1188
2024
Q3
$358 Hold
18
﹤0.01% 1195
2024
Q2
$290 Buy
18
+3
+20% +$48 ﹤0.01% 1194
2024
Q1
$244 Sell
15
-1
-6% -$16 ﹤0.01% 1171
2023
Q4
$266 Buy
+16
New +$266 ﹤0.01% 1159