Caldwell Trust’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.7K | Hold |
1,250
|
|
||||
|
2025
Q1 | $54.1K | Hold |
1,250
|
|
||||
|
2024
Q4 | $51.8K | Hold |
1,250
|
|
||||
|
2024
Q3 | $52.5K | Sell |
1,250
-146
|
|
||||
|
2024
Q2 | $57.9K | Hold |
1,396
|
|
||||
|
2024
Q1 | $57.1K | Hold |
1,396
|
|
||||
|
2023
Q4 | $51.6K | Hold |
1,396
|
|
||||
|
2023
Q3 | $48.7K | Hold |
1,396
|
|
||||
|
2023
Q2 | $49.4K | Hold |
1,396
|
|
||||
|
2023
Q1 | $49.1K | Hold |
1,396
|
|
||||
|
2022
Q4 | $45K | Hold |
1,396
|
|
||||
|
2022
Q3 | $46.7K | Hold |
1,396
|
|
||||
|
2022
Q2 | $48.6K | Hold |
1,396
|
|
||||
|
2022
Q1 | $52.6K | Hold |
1,396
|
|
||||
|
2021
Q4 | $54.8K | Hold |
1,396
|
|
||||
|
2021
Q3 | $52.7K | Buy |
1,396
+1,250
|
|
||||
|
2021
Q2 | $5.48K | Hold |
146
|
|
||||
|
2021
Q1 | $5.3K | Hold |
146
|
|
||||
|
2020
Q4 | $4.91K | Hold |
146
|
|
||||
|
2020
Q3 | $4.47K | Hold |
146
|
|
||||
|
2020
Q2 | $4.41K | Hold |
146
|
|
||||
|
2020
Q1 | $3.91K | Hold |
146
|
|
||||
|
2019
Q4 | $4.93K | Buy |
+146
|
|