DWM
Diversify Wealth Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
3,033
-166
| -5% | -$12.2K | 0.01% | 502 |
|
|
2025
Q1 | $210K | Sell |
3,199
-252
| -7% | -$16.5K | 0.02% | 489 |
|
|
2024
Q4 | $230K | Sell |
3,451
-122
| -3% | -$8.12K | 0.02% | 468 |
|
|
2024
Q3 | $264K | Sell |
3,573
-210
| -6% | -$15.5K | 0.03% | 418 |
|
|
2024
Q2 | $267K | Buy |
+3,783
| New | +$267K | 0.03% | 373 |
|