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Hillcrest Wealth Advisors’s Douglas Emmett DEI Stock Holding History

Hillcrest Wealth Advisors’s Portfolio DEI Stock Details DEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$199K Hold
13,227
– – 0.09% 49
2025
Q1 		$212K Hold
13,227
– – 0.1% 48
2024
Q4 		$245K Buy
+13,227
New +$245K 0.12% 47