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 |
|