CPA
Clear Perspective Advisors’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-200
| Closed | -$6K | – | 495 |
|
2018
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 392 |
|
2017
Q4 | $6K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
2017
Q3 | $6K | Hold |
200
| – | – | ﹤0.01% | 373 |
|
2017
Q2 | $6K | Hold |
200
| – | – | 0.01% | 378 |
|
2017
Q1 | $6K | Hold |
200
| – | – | ﹤0.01% | 339 |
|
2016
Q4 | $6K | Buy |
+200
| New | +$6K | ﹤0.01% | 336 |
|