Sequoia Financial Advisors’s DigitalBridge DBRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11,223
| Closed | -$159K | – | 1358 |
|
2024
Q3 | $159K | Buy |
+11,223
| New | +$159K | ﹤0.01% | 1189 |
|
2024
Q1 | – | Sell |
-9,862
| Closed | -$173K | – | 1175 |
|
2023
Q4 | $173K | Buy |
+9,862
| New | +$173K | ﹤0.01% | 1117 |
|
2017
Q3 | – | Sell |
-2,719
| Closed | -$153K | – | 291 |
|
2017
Q2 | $153K | Sell |
2,719
-904
| -25% | -$50.9K | 0.02% | 271 |
|
2017
Q1 | $187K | Buy |
+3,623
| New | +$187K | 0.02% | 266 |
|