AWA
Arete Wealth Advisors’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-68,260
| Closed | -$426K | – | 369 |
|
|
2018
Q2 | $426K | Sell |
68,260
-6,439
| -9% | -$40.2K | 0.1% | 215 |
|
|
2018
Q1 | $420K | Buy |
74,699
+2,866
| +4% | +$16.1K | 0.14% | 186 |
|
|
2017
Q4 | $820K | Sell |
71,833
-7,403
| -9% | -$84.5K | 0.27% | 106 |
|
|
2017
Q3 | $995K | Buy |
79,236
+602
| +0.8% | +$7.56K | 0.4% | 74 |
|
|
2017
Q2 | $1.11M | Buy |
78,634
+352
| +0.4% | +$4.96K | 0.51% | 55 |
|
|
2017
Q1 | $1.01M | Buy |
+78,282
| New | +$1.01M | 0.44% | 57 |
|