GWA
Guidant Wealth Advisors’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-15,972
| Closed | -$85K | – | 258 |
|
|
2019
Q1 | $85K | Buy |
+15,972
| New | +$85K | 0.03% | 150 |
|
|
2018
Q4 | – | Sell |
-15,972
| Closed | -$97K | – | 249 |
|
|
2018
Q3 | $97K | Hold |
15,972
| – | – | 0.04% | 61 |
|
|
2018
Q2 | $98K | Sell |
15,972
-11,075
| -41% | -$68K | 0.04% | 57 |
|
|
2018
Q1 | $150K | Hold |
27,047
| – | – | 0.07% | 43 |
|
|
2017
Q4 | $296K | Hold |
27,047
| – | – | 0.13% | 36 |
|
|
2017
Q3 | $337K | Hold |
27,047
| – | – | 0.24% | 35 |
|
|
2017
Q2 | $388K | Buy |
27,047
+10,784
| +66% | +$155K | 0.2% | 58 |
|
|
2017
Q1 | $211K | Buy |
16,263
+13,452
| +479% | +$175K | 0.11% | 65 |
|
|
2016
Q4 | $45K | Hold |
2,811
| – | – | 0.03% | 101 |
|
|
2016
Q3 | $36K | Buy |
+2,811
| New | +$36K | 0.02% | 105 |
|