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Nicola Wealth Management’s Douglas Emmett DEI Stock Holding History

Nicola Wealth Management’s Portfolio DEI Stock Details DEI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-74,010
Closed -$1.16M – 115
2022
Q4 		$1.16M Buy
74,010
+21,300
+40% +$333K 0.12% 113
2022
Q3 		$945K Buy
+52,710
New +$945K 0.1% 120