DWM
Diversify Wealth Management’s First American FAF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,282
| Closed | -$201K | – | 540 |
|
|
2025
Q1 | $201K | Sell |
3,282
-822
| -20% | -$50.5K | 0.02% | 494 |
|
|
2024
Q4 | $237K | Sell |
4,104
-220
| -5% | -$12.7K | 0.02% | 465 |
|
|
2024
Q3 | $276K | Sell |
4,324
-396
| -8% | -$25.3K | 0.03% | 414 |
|
|
2024
Q2 | $284K | Buy |
+4,720
| New | +$284K | 0.04% | 365 |
|