BerganKDV Wealth Management’s Douglas Emmett DEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$9 | – | 918 |
|
|
2023
Q1 | $9 | Hold |
1
| – | – | ﹤0.01% | 1051 |
|
|
2022
Q4 | $11 | Sell |
1
-51
| -98% | -$561 | ﹤0.01% | 1038 |
|
|
2022
Q3 | $1K | Buy |
52
+1
| +2% | +$19 | ﹤0.01% | 869 |
|
|
2022
Q2 | $1K | Hold |
51
| – | – | ﹤0.01% | 885 |
|
|
2022
Q1 | $2K | Buy |
51
+1
| +2% | +$39 | ﹤0.01% | 842 |
|
|
2021
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 904 |
|
|
2021
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 867 |
|
|
2021
Q2 | $2K | Buy |
50
+1
| +2% | +$40 | ﹤0.01% | 801 |
|
|
2021
Q1 | $2K | Hold |
49
| – | – | ﹤0.01% | 767 |
|
|
2020
Q4 | $1K | Sell |
49
-20
| -29% | -$408 | ﹤0.01% | 841 |
|
|
2020
Q3 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 690 |
|