Avantax Planning Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,325
| Closed | -$203K | – | 305 |
|
|
2019
Q2 | $203K | Buy |
+6,325
| New | +$203K | 0.01% | 287 |
|
|
2018
Q4 | – | Sell |
-6,310
| Closed | -$204K | – | 485 |
|
|
2018
Q3 | $204K | Sell |
6,310
-537
| -8% | -$17.4K | 0.02% | 238 |
|
|
2018
Q2 | $215K | Hold |
6,847
| – | – | 0.02% | 223 |
|
|
2018
Q1 | $210K | Hold |
6,847
| – | – | 0.02% | 285 |
|
|
2017
Q4 | $218K | Hold |
6,847
| – | – | 0.02% | 282 |
|
|
2017
Q3 | $212K | Buy |
+6,847
| New | +$212K | 0.02% | 350 |
|