BDO Wealth Advisors’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $72K | Buy |
4,895
+95
| +2% | +$1.4K | 0.01% | 378 |
|
|
2023
Q1 | $57.6K | Hold |
4,800
| – | – | 0.01% | 399 |
|
|
2022
Q4 | $52.5K | Buy |
4,800
+1,000
| +26% | +$10.9K | 0.01% | 409 |
|
|
2022
Q3 | $48K | Hold |
3,800
| – | – | 0.01% | 407 |
|
|
2022
Q2 | $74K | Hold |
3,800
| – | – | 0.01% | 359 |
|
|
2022
Q1 | $109K | Hold |
3,800
| – | – | 0.01% | 327 |
|
|
2021
Q4 | $127K | Sell |
3,800
-1,250
| -25% | -$41.8K | 0.01% | 327 |
|
|
2021
Q3 | $122K | Hold |
5,050
| – | – | 0.01% | 335 |
|
|
2021
Q2 | $160K | Hold |
5,050
| – | – | 0.02% | 320 |
|
|
2021
Q1 | $131K | Hold |
5,050
| – | – | 0.02% | 337 |
|
|
2020
Q4 | $97K | Buy |
5,050
+1,300
| +35% | +$25K | 0.01% | 293 |
|
|
2020
Q3 | $41K | Hold |
3,750
| – | – | 0.01% | 354 |
|
|
2020
Q2 | $36K | Hold |
3,750
| – | – | 0.01% | 360 |
|
|
2020
Q1 | $26K | Hold |
3,750
| – | – | 0.01% | 411 |
|
|
2019
Q4 | $71K | Buy |
3,750
+2,500
| +200% | +$47.3K | 0.02% | 268 |
|
|
2019
Q3 | $30K | Buy |
+1,250
| New | +$30K | 0.01% | 363 |
|