DWM
Diversify Wealth Management’s Sunrun RUN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
278,310
-2,190
| -0.8% | -$25K | 0.2% | 140 |
|
|
2025
Q1 | $2.08M | Buy |
280,500
+38,115
| +16% | +$283K | 0.15% | 166 |
|
|
2024
Q4 | $2.43M | Sell |
242,385
-14,850
| -6% | -$149K | 0.19% | 138 |
|
|
2024
Q3 | $3.56M | Buy |
257,235
+44,639
| +21% | +$618K | 0.34% | 76 |
|
|
2024
Q2 | $3.51M | Buy |
+212,596
| New | +$3.51M | 0.44% | 52 |
|