Angeles Wealth Management’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-7,875
| Closed | -$225K | – | 260 |
|
2023
Q3 | $225K | Hold |
7,875
| – | – | 0.03% | 154 |
|
2023
Q2 | $228K | Hold |
7,875
| – | – | 0.03% | 168 |
|
2023
Q1 | $228K | Hold |
7,875
| – | – | 0.03% | 165 |
|
2022
Q4 | $212K | Hold |
7,875
| – | – | 0.04% | 163 |
|
2022
Q3 | $219K | Hold |
7,875
| – | – | 0.04% | 144 |
|
2022
Q2 | $231K | Hold |
7,875
| – | – | 0.05% | 150 |
|
2022
Q1 | $254K | Buy |
+7,875
| New | +$254K | 0.05% | 146 |
|