DWM
Diversify Wealth Management’s Banco Macro BMA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $259K | Sell |
3,541
-18,782
| -84% | -$1.38M | 0.02% | 476 |
|
2025
Q1 | $2.02M | Buy |
22,323
+3,401
| +18% | +$308K | 0.15% | 169 |
|
2024
Q4 | $2.15M | Buy |
18,922
+2,265
| +14% | +$258K | 0.17% | 149 |
|
2024
Q3 | $1.18M | Buy |
16,657
+693
| +4% | +$49.2K | 0.11% | 181 |
|
2024
Q2 | $743K | Buy |
+15,964
| New | +$743K | 0.09% | 203 |
|