CWM
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Centric Wealth Management’s Deutsche Bank DB Stock Holding History

Centric Wealth Management’s Portfolio DB Stock Details DB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-40,001
Closed -$296K – 109
2022
Q3 		$296K Buy
40,001
+20,000
+100% +$148K 0.12% 97
2022
Q2 		$175K Hold
20,001
– – 0.06% 123
2022
Q1 		$253K Buy
+20,001
New +$253K 0.08% 135