DWM
Diversify Wealth Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
16,737
-362
| -2% | -$6.67K | 0.02% | 451 |
|
|
2025
Q1 | $310K | Sell |
17,099
-4,238
| -20% | -$76.9K | 0.02% | 431 |
|
|
2024
Q4 | $396K | Sell |
21,337
-1,607
| -7% | -$29.8K | 0.03% | 383 |
|
|
2024
Q3 | $452K | Sell |
22,944
-3,605
| -14% | -$71K | 0.04% | 333 |
|
|
2024
Q2 | $483K | Buy |
+26,549
| New | +$483K | 0.06% | 286 |
|