Carson Wealth (CWM LLC)’s DigitalBridge DBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $365K | Buy |
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|
2025
Q2 | $316K | Buy |
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|
2025
Q1 | $52K | Sell |
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|
2024
Q4 | $81K | Sell |
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|
2024
Q3 | $112K | Sell |
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|
2024
Q2 | $116K | Buy |
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|
2024
Q1 | $161K | Buy |
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|
2023
Q4 | $147K | Buy |
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|
2023
Q3 | $92K | Sell |
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|
2023
Q2 | $118K | Buy |
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|
2023
Q1 | $93K | Buy |
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|
2022
Q4 | $84K | Buy |
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|
2022
Q3 | $56K | Buy |
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|
2022
Q2 | $66K | Buy |
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|
2022
Q1 | $91K | Buy |
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|
2021
Q4 | $13K | Buy |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $16K | Hold |
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|
2020
Q3 | $16K | Hold |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $16K | Hold |
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|
2019
Q4 | $16K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $16K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $9K | Buy |
|