CWP
Concord Wealth Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-59
| Closed | -$2K | – | 1262 |
|
|
2022
Q1 | $2K | Hold |
59
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q4 | $2K | Sell |
59
-20
| -25% | -$678 | ﹤0.01% | 1114 |
|
|
2021
Q3 | $3K | Sell |
79
-39
| -33% | -$1.48K | ﹤0.01% | 674 |
|
|
2021
Q2 | $4K | Hold |
118
| – | – | ﹤0.01% | 759 |
|
|
2021
Q1 | $4K | Hold |
118
| – | – | ﹤0.01% | 705 |
|
|
2020
Q4 | $4K | Buy |
+118
| New | +$4K | ﹤0.01% | 433 |
|