Ropes Wealth Advisors’s DigitalBridge DBRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $379K | Sell |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $722K | Hold |
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|
2022
Q1 | $1.06M | Hold |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $915K | Hold |
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|
2021
Q2 | $1.2M | Hold |
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|
2021
Q1 | $988K | Hold |
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|
2020
Q4 | $730K | Hold |
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|
2020
Q3 | $414K | Hold |
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|
2020
Q2 | $364K | Hold |
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|
2020
Q1 | $266K | Sell |
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|
2019
Q4 | $733K | Hold |
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|
2019
Q3 | $929K | Sell |
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|
2019
Q2 | $775K | Hold |
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|
2019
Q1 | $825K | Hold |
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|
2018
Q4 | $725K | Hold |
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|
2018
Q3 | $944K | Buy |
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