DWM
Diversify Wealth Management’s Castle Biosciences CSTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
12,322
-780
| -6% | -$15.1K | 0.01% | 491 |
|
|
2025
Q1 | $260K | Buy |
13,102
+717
| +6% | +$14.2K | 0.02% | 453 |
|
|
2024
Q4 | $375K | Sell |
12,385
-1,013
| -8% | -$30.6K | 0.03% | 400 |
|
|
2024
Q3 | $428K | Sell |
13,398
-1,358
| -9% | -$43.3K | 0.04% | 341 |
|
|
2024
Q2 | $322K | Buy |
+14,756
| New | +$322K | 0.04% | 346 |
|