CWM
Catamount Wealth Management’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-412
| Closed | -$6K | – | 189 |
|
|
2018
Q1 | $6K | Hold |
412
| – | – | ﹤0.01% | 145 |
|
|
2017
Q4 | $8K | Sell |
412
-1,000
| -71% | -$19.4K | ﹤0.01% | 141 |
|
|
2017
Q3 | $24K | Sell |
1,412
-18,500
| -93% | -$314K | 0.01% | 106 |
|
|
2017
Q2 | $354K | Sell |
19,912
-88
| -0.4% | -$1.56K | 0.22% | 35 |
|
|
2017
Q1 | $343K | Hold |
20,000
| – | – | 0.23% | 33 |
|
|
2016
Q4 | $362K | Buy |
+20,000
| New | +$362K | 0.29% | 30 |
|