Accretive Wealth Partners’s Douglas Elliman DOUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,435
| Closed | -$24.5K | – | 152 |
|
|
2025
Q1 | $24.5K | Buy |
+13,435
| New | +$24.5K | 0.01% | 141 |
|
|
2024
Q4 | – | Sell |
-10,185
| Closed | -$18.6K | – | 126 |
|
|
2024
Q3 | $18.6K | Sell |
10,185
-27,075
| -73% | -$49.5K | 0.01% | 131 |
|
|
2024
Q2 | $43.2K | Sell |
37,260
-250
| -0.7% | -$290 | 0.02% | 133 |
|
|
2024
Q1 | $52.9K | Buy |
37,510
+2,500
| +7% | +$3.53K | 0.02% | 136 |
|
|
2023
Q4 | $103K | Sell |
35,010
-152
| -0.4% | -$448 | 0.05% | 129 |
|
|
2023
Q3 | $79.5K | Buy |
35,162
+12,851
| +58% | +$29K | 0.05% | 117 |
|
|
2023
Q2 | $49.5K | Buy |
22,311
+243
| +1% | +$539 | 0.03% | 114 |
|
|
2023
Q1 | $65.4K | Buy |
+22,068
| New | +$65.4K | 0.04% | 114 |
|
|
2022
Q2 | – | Sell |
-13,379
| Closed | -$93K | – | 110 |
|
|
2022
Q1 | $93K | Buy |
+13,379
| New | +$93K | 0.06% | 112 |
|