DWM
Diversify Wealth Management’s Terreno Realty TRNO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Buy |
12,205
+2,678
| +28% | +$145K | 0.04% | 330 |
|
|
2025
Q1 | $540K | Buy |
9,527
+2,186
| +30% | +$124K | 0.04% | 345 |
|
|
2024
Q4 | $425K | Buy |
7,341
+2,382
| +48% | +$138K | 0.03% | 372 |
|
|
2024
Q3 | $316K | Buy |
4,959
+625
| +14% | +$39.8K | 0.03% | 386 |
|
|
2024
Q2 | $281K | Buy |
+4,334
| New | +$281K | 0.04% | 367 |
|