DWM
Diversify Wealth Management’s Comfort Systems FIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Buy |
6,588
+1,059
| +19% | +$761K | 0.29% | 97 |
|
|
2025
Q1 | $2.2M | Buy |
5,529
+1,448
| +35% | +$576K | 0.16% | 158 |
|
|
2024
Q4 | $1.8M | Buy |
4,081
+1,578
| +63% | +$694K | 0.14% | 168 |
|
|
2024
Q3 | $1.03M | Sell |
2,503
-493
| -16% | -$203K | 0.1% | 190 |
|
|
2024
Q2 | $902K | Buy |
+2,996
| New | +$902K | 0.11% | 174 |
|