DPW
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 |
|