AE Wealth Management’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,848
| Closed | -$69K | – | 1131 |
|
|
2019
Q3 | $69K | Sell |
2,848
-260
| -8% | -$6.3K | ﹤0.01% | 958 |
|
|
2019
Q2 | $62K | Buy |
+3,108
| New | +$62K | ﹤0.01% | 938 |
|
|
2017
Q4 | – | Sell |
-5,967
| Closed | -$300K | – | 426 |
|
|
2017
Q3 | $300K | Buy |
5,967
+56
| +0.9% | +$2.82K | 0.03% | 310 |
|
|
2017
Q2 | $333K | Buy |
+5,911
| New | +$333K | 0.04% | 282 |
|