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WealthPLAN Partners’s DigitalBridge DBRG Stock Holding History

WealthPLAN Partners’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-34
Closed -$408 – 1293
2023
Q1 		$408 Buy
+34
New +$427 ﹤0.01% 1260
2018
Q2 		– Sell
-2,628
Closed -$59K – 264
2018
Q1 		$59K Buy
+2,628
New +$85.6K 0.01% 260
2017
Q2 		– Sell
-1,605
Closed -$83.7K – 235
2017
Q1 		$83.7K Buy
+1,605
New +$90.2K 0.29% 66

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WHCM
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Capital International Investors
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ACM
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T. Rowe Price Investment Management
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State Street
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LPAM
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AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return