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Diversify Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Diversify Wealth Management’s Portfolio SHLD Stock Details SHLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,838
Closed -$218K – 549
2024
Q4 		$218K Sell
5,838
-1,554
-21% -$58.1K 0.02% 477
2024
Q3 		$283K Sell
7,392
-1,454
-16% -$55.7K 0.03% 409
2024
Q2 		$303K Buy
+8,846
New +$303K 0.04% 359