EWM
Edge Wealth Management’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-31,000
| Closed | -$85K | – | 397 |
|
|
2020
Q3 | $85K | Hold |
31,000
| – | – | 0.02% | 159 |
|
|
2020
Q2 | $74K | Sell |
31,000
-2,000
| -6% | -$4.77K | 0.01% | 231 |
|
|
2020
Q1 | $54K | Buy |
33,000
+9,500
| +40% | +$15.5K | 0.01% | 229 |
|
|
2019
Q4 | $111K | Hold |
23,500
| – | – | 0.02% | 183 |
|
|
2019
Q3 | $141K | Hold |
23,500
| – | – | 0.03% | 161 |
|
|
2019
Q2 | $119K | Sell |
23,500
-4,000
| -15% | -$20.3K | 0.03% | 179 |
|
|
2019
Q1 | $146K | Buy |
27,500
+3,000
| +12% | +$15.9K | 0.04% | 155 |
|
|
2018
Q4 | $115K | Buy |
24,500
+4,500
| +23% | +$21.1K | 0.03% | 175 |
|
|
2018
Q3 | $122K | Buy |
20,000
+7,000
| +54% | +$42.7K | 0.03% | 184 |
|
|
2018
Q2 | $81K | Buy |
+13,000
| New | +$81K | 0.02% | 206 |
|