DAS
Diversify Advisory Services’s Barclays BCS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $583K | Buy |
28,558
+6,369
| +29% | +$130K | 0.02% | 481 |
|
2025
Q1 | $358K | Buy |
22,189
+5,183
| +30% | +$83.6K | 0.02% | 439 |
|
2024
Q4 | $216K | Sell |
17,006
-21
| -0.1% | -$266 | 0.01% | 572 |
|
2024
Q3 | $217K | Buy |
+17,027
| New | +$217K | 0.01% | 587 |
|