EverSource Wealth Advisors’s Douglas Emmett DEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Buy |
1,694
+1,166
| +221% | +$17.5K | ﹤0.01% | 2100 |
|
|
2025
Q1 | $8.45K | Sell |
528
-59
| -10% | -$944 | ﹤0.01% | 2203 |
|
|
2024
Q4 | $10.9K | Sell |
587
-245
| -29% | -$4.55K | ﹤0.01% | 1946 |
|
|
2024
Q3 | $14.6K | Buy |
832
+39
| +5% | +$685 | ﹤0.01% | 1655 |
|
|
2024
Q2 | $12.8K | Buy |
793
+8
| +1% | +$129 | ﹤0.01% | 1730 |
|
|
2024
Q1 | $10.8K | Sell |
785
-36
| -4% | -$494 | ﹤0.01% | 1651 |
|
|
2023
Q4 | $11.9K | Sell |
821
-488
| -37% | -$7.08K | ﹤0.01% | 1482 |
|
|
2023
Q3 | $16.7K | Sell |
1,309
-132
| -9% | -$1.68K | ﹤0.01% | 1197 |
|
|
2023
Q2 | $18.1K | Buy |
1,441
+296
| +26% | +$3.72K | ﹤0.01% | 1190 |
|
|
2023
Q1 | $14.1K | Buy |
1,145
+421
| +58% | +$5.19K | ﹤0.01% | 1220 |
|
|
2022
Q4 | $11.4K | Buy |
724
+586
| +425% | +$9.19K | ﹤0.01% | 1284 |
|
|
2022
Q3 | $2K | Buy |
+138
| New | +$2K | ﹤0.01% | 1652 |
|