DWM
Diversify Wealth Management’s Barclays BCS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
91,354
+14,126
| +18% | +$288K | 0.12% | 185 |
|
|
2025
Q1 | $1.25M | Buy |
77,228
+7,538
| +11% | +$122K | 0.09% | 215 |
|
|
2024
Q4 | $884K | Buy |
69,690
+8,877
| +15% | +$113K | 0.07% | 237 |
|
|
2024
Q3 | $758K | Buy |
60,813
+4,821
| +9% | +$60.1K | 0.07% | 229 |
|
|
2024
Q2 | $593K | Buy |
+55,992
| New | +$593K | 0.07% | 239 |
|