BerganKDV Wealth Management’s Xtrackers International Real Estate ETF HAUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-39
| Closed | -$833 | – | 1087 |
|
|
2022
Q4 | $833 | Buy |
+39
| New | +$833 | ﹤0.01% | 899 |
|
|
2022
Q1 | – | Sell |
-12
| Closed | – | – | 1037 |
|
|
2021
Q4 | $0 | Sell |
12
-1
| -8% | – | ﹤0.01% | 1087 |
|
|
2021
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 1066 |
|
|
2021
Q1 | – | Sell |
-29
| Closed | -$1K | – | 962 |
|
|
2020
Q4 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 861 |
|