DWM
Diversify Wealth Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5M | Buy |
150,859
+20,478
| +16% | +$1.02M | 0.46% | 44 |
|
|
2025
Q1 | $6.47M | Buy |
130,381
+25,795
| +25% | +$1.28M | 0.48% | 47 |
|
|
2024
Q4 | $5.19M | Buy |
104,586
+29,844
| +40% | +$1.48M | 0.4% | 62 |
|
|
2024
Q3 | $3.72M | Sell |
74,742
-13,612
| -15% | -$677K | 0.36% | 73 |
|
|
2024
Q2 | $4.38M | Buy |
+88,354
| New | +$4.38M | 0.54% | 41 |
|