EverSource Wealth Advisors’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.21K | Sell |
793
-13
| -2% | -$135 | ﹤0.01% | 2931 |
|
|
2025
Q1 | $7.11K | Buy |
806
+89
| +12% | +$785 | ﹤0.01% | 2310 |
|
|
2024
Q4 | $8.09K | Sell |
717
-34
| -5% | -$384 | ﹤0.01% | 2109 |
|
|
2024
Q3 | $10.6K | Hold |
751
| – | – | ﹤0.01% | 1829 |
|
|
2024
Q2 | $10.6K | Sell |
751
-53
| -7% | -$749 | ﹤0.01% | 1827 |
|
|
2024
Q1 | $13.2K | Buy |
804
+710
| +755% | +$11.7K | ﹤0.01% | 1558 |
|
|
2023
Q4 | $1.65K | Hold |
94
| – | – | ﹤0.01% | 2230 |
|
|
2023
Q3 | $1.65K | Hold |
94
| – | – | ﹤0.01% | 2070 |
|
|
2023
Q2 | $1.38K | Sell |
94
-189
| -67% | -$2.78K | ﹤0.01% | 2121 |
|
|
2023
Q1 | $3.39K | Sell |
283
-418
| -60% | -$5.01K | ﹤0.01% | 1764 |
|
|
2022
Q4 | $7.67K | Buy |
701
+649
| +1,248% | +$7.1K | ﹤0.01% | 1432 |
|
|
2022
Q3 | $1K | Buy |
+52
| New | +$1K | ﹤0.01% | 1797 |
|