EP Wealth Advisors’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-536,253
| Closed | -$243K | – | 758 |
|
|
2023
Q2 | $243K | Buy |
536,253
+529,406
| +7,732% | +$240K | ﹤0.01% | 607 |
|
|
2023
Q1 | $400K | Sell |
6,847
-9,678
| -59% | -$565K | 0.01% | 437 |
|
|
2022
Q4 | $181K | Sell |
16,525
-375
| -2% | -$4.1K | ﹤0.01% | 563 |
|
|
2022
Q3 | $211K | Buy |
16,900
+375
| +2% | +$4.68K | ﹤0.01% | 308 |
|
|
2022
Q2 | $323K | Sell |
16,525
-375
| -2% | -$7.33K | 0.01% | 464 |
|
|
2022
Q1 | $487K | Buy |
+16,900
| New | +$487K | 0.01% | 386 |
|