SWA
Sutton Wealth Advisors’s DigitalBridge DBRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,820
| Closed | -$72.8K | – | 1677 |
|
|
2022
Q3 | $72.8K | Sell |
5,820
-17,463
| -75% | -$218K | 0.03% | 296 |
|
|
2022
Q2 | $114K | Hold |
23,283
| – | – | 0.05% | 224 |
|
|
2022
Q1 | $168K | Hold |
23,283
| – | – | 0.06% | 194 |
|
|
2021
Q4 | $194K | Hold |
23,283
| – | – | 0.06% | 182 |
|
|
2021
Q3 | $140K | Hold |
23,283
| – | – | 0.05% | 209 |
|
|
2021
Q2 | $184K | Hold |
23,283
| – | – | 0.07% | 184 |
|
|
2021
Q1 | $151K | Hold |
23,283
| – | – | 0.06% | 199 |
|
|
2020
Q4 | $112K | Hold |
23,283
| – | – | 0.05% | 216 |
|
|
2020
Q3 | $63.6K | Hold |
23,283
| – | – | 0.03% | 263 |
|
|
2020
Q2 | $55.9K | Hold |
23,283
| – | – | 0.03% | 280 |
|
|
2020
Q1 | $40.7K | Buy |
+23,283
| New | +$40.7K | 0.03% | 307 |
|
|
2019
Q4 | – | Sell |
-2,490
| Closed | -$15K | – | 1172 |
|
|
2019
Q3 | $15K | Hold |
2,490
| – | – | 0.01% | 678 |
|
|
2019
Q2 | $12.5K | Sell |
2,490
-769
| -24% | -$3.85K | 0.01% | 729 |
|
|
2019
Q1 | $17.3K | Buy |
+3,259
| New | +$17.3K | 0.01% | 630 |
|