CWM
Catamount Wealth Management’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,942
| Closed | -$30K | – | 205 |
|
|
2018
Q3 | $30K | Hold |
4,942
| – | – | 0.01% | 104 |
|
|
2018
Q2 | $30K | Hold |
4,942
| – | – | 0.01% | 98 |
|
|
2018
Q1 | $28K | Hold |
4,942
| – | – | 0.01% | 100 |
|
|
2017
Q4 | $56K | Hold |
4,942
| – | – | 0.03% | 76 |
|
|
2017
Q3 | $62K | Hold |
4,942
| – | – | 0.04% | 70 |
|
|
2017
Q2 | $70K | Hold |
4,942
| – | – | 0.04% | 72 |
|
|
2017
Q1 | $64K | Buy |
+4,942
| New | +$64K | 0.04% | 72 |
|