DWM
Diversify Wealth Management’s Traeger COOK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Buy |
114,561
+28,313
| +33% | +$39.1K | 0.01% | 521 |
|
|
2025
Q1 | $127K | Hold |
86,248
| – | – | 0.01% | 502 |
|
|
2024
Q4 | $196K | Sell |
86,248
-78,299
| -48% | -$178K | 0.02% | 497 |
|
|
2024
Q3 | $499K | Buy |
164,547
+8,499
| +5% | +$25.8K | 0.05% | 317 |
|
|
2024
Q2 | $336K | Buy |
+156,048
| New | +$336K | 0.04% | 341 |
|