Alpha Cubed Investments’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-185,209
| Closed | -$4.99M | – | 193 |
|
|
2015
Q2 | $4.99M | Sell |
185,209
-44,276
| -19% | -$1.19M | 1.34% | 26 |
|
|
2015
Q1 | $7.12M | Buy |
229,485
+24,262
| +12% | +$752K | 2.21% | 8 |
|
|
2014
Q4 | $5.5M | Buy |
205,223
+40,864
| +25% | +$1.1M | 2.15% | 8 |
|
|
2014
Q3 | $5.12M | Buy |
+164,359
| New | +$5.12M | 2.41% | 5 |
|
|
2014
Q1 | – | Sell |
-7,148
| Closed | -$294K | – | 177 |
|
|
2013
Q4 | $294K | Buy |
+7,148
| New | +$294K | 0.11% | 178 |
|