Principle Wealth Partners’s Easterly Government Properties DEA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,856
| Closed | -$261K | – | 364 |
|
|
2025
Q1 | $261K | Buy |
9,856
+5,080
| +106% | +$135K | 0.02% | 309 |
|
|
2024
Q4 | $136K | Sell |
4,776
-3,562
| -43% | -$101K | 0.01% | 332 |
|
|
2024
Q3 | $283K | Hold |
8,338
| – | – | 0.02% | 293 |
|
|
2024
Q2 | $258K | Hold |
8,338
| – | – | 0.02% | 293 |
|
|
2024
Q1 | $240K | Hold |
8,338
| – | – | 0.02% | 315 |
|
|
2023
Q4 | $280K | Hold |
8,338
| – | – | 0.02% | 277 |
|
|
2023
Q3 | $238K | Sell |
8,338
-1,394
| -14% | -$39.8K | 0.02% | 290 |
|
|
2023
Q2 | $353K | Hold |
9,732
| – | – | 0.04% | 243 |
|
|
2023
Q1 | $334K | Buy |
9,732
+3,842
| +65% | +$132K | 0.04% | 241 |
|
|
2022
Q4 | $210K | Buy |
5,890
+336
| +6% | +$12K | 0.02% | 298 |
|
|
2022
Q3 | $219 | Hold |
5,554
| – | – | 0.02% | 276 |
|
|
2022
Q2 | $264K | Buy |
+5,554
| New | +$264K | 0.03% | 264 |
|