GWMIA
Global Wealth Management Investment Advisory’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-150
| Closed | -$2.63K | – | 212 |
|
|
2023
Q4 | $2.63K | Hold |
150
| – | – | ﹤0.01% | 379 |
|
|
2023
Q3 | $2.64K | Hold |
150
| – | – | ﹤0.01% | 368 |
|
|
2023
Q2 | $2.21K | Buy |
+150
| New | +$2.21K | ﹤0.01% | 384 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$5K | – | 222 |
|
|
2022
Q2 | $5K | Sell |
1,000
-200
| -17% | -$1K | ﹤0.01% | 333 |
|
|
2022
Q1 | $9K | Buy |
1,200
+200
| +20% | +$1.5K | ﹤0.01% | 324 |
|
|
2021
Q4 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 325 |
|
|
2021
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 350 |
|
|
2021
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 310 |
|
|
2021
Q1 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 342 |
|
|
2020
Q4 | $5K | Buy |
1,000
+200
| +25% | +$1K | ﹤0.01% | 326 |
|
|
2020
Q3 | $2K | Buy |
+800
| New | +$2K | ﹤0.01% | 377 |
|