Avior Wealth Management’s Douglas Emmett DEI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-33
Closed -$457 2644
2024
Q1
$457 Buy
+33
New +$457 ﹤0.01% 2592
2022
Q3
Sell
-20,929
Closed -$468K 1178
2022
Q2
$468K Sell
20,929
-2,137
-9% -$47.8K 0.05% 263
2022
Q1
$770K Sell
23,066
-7,016
-23% -$234K 0.07% 212
2021
Q4
$1.01M Hold
30,082
0.08% 196
2021
Q3
$950K Buy
30,082
+2,903
+11% +$91.7K 0.08% 192
2021
Q2
$913K Buy
27,179
+1,857
+7% +$62.4K 0.09% 195
2021
Q1
$795K Buy
+25,322
New +$795K 0.09% 207