Mount Yale Investment Advisors’s DigitalBridge DBRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$136	Buy	+13	New	+$136	﹤0.01%	1464
2018 Q4	–	Sell	-1,593	Closed	-$38K	–	424
2018 Q3	$38K	Sell	1,593 -692	-30%	-$16.5K	0.01%	657
2018 Q2	$57K	Hold	2,285	–	–	0.01%	601
2018 Q1	$51K	Buy	+2,285	New	+$51K	0.01%	611