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Profesionally Managed Portfo shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Profesionally Managed Portfo (CSMD) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Profesionally Managed Portfo

Jul 2024Aug 2024Sep 2024Oct 2024Nov 2024Dec 2024Jan 2025200k250k300k350k7k8k9k10k11k
Value ($)Share countHistorical CSMD position of Diversify Wealth Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $343k 11k 29.97
2024-06-30 $200k 7.2k 27.89