DWM
Diversify Wealth Management’s Netflix NFLX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.23M | Sell |
1,823
-8
| -0.4% | -$9.8K | 0.14% | 169 |
|
2025
Q1 | $2.06M | Sell |
1,831
-834
| -31% | -$939K | 0.15% | 167 |
|
2024
Q4 | $2.23M | Buy |
2,665
+310
| +13% | +$260K | 0.17% | 146 |
|
2024
Q3 | $1.76M | Sell |
2,355
-152
| -6% | -$114K | 0.17% | 147 |
|
2024
Q2 | $1.5M | Buy |
+2,507
| New | +$1.5M | 0.19% | 122 |
|