DAS
Diversify Advisory Services’s State Street STT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+2,491
| New | +$278K | 0.01% | 703 |
|
|
2025
Q1 | – | Sell |
-5,462
| Closed | -$513K | – | 684 |
|
|
2024
Q4 | $513K | Sell |
5,462
-1,267
| -19% | -$119K | 0.03% | 360 |
|
|
2024
Q3 | $605K | Sell |
6,729
-3,437
| -34% | -$309K | 0.03% | 344 |
|
|
2024
Q2 | $757K | Sell |
10,166
-1,924
| -16% | -$143K | 0.04% | 298 |
|
|
2024
Q1 | $934K | Buy |
+12,090
| New | +$934K | 0.06% | 266 |
|