Confluence Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $391K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $408K | Hold |
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|
2019
Q3 | $391K | Sell |
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|
2019
Q2 | $389K | Sell |
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|
2019
Q1 | $424K | Sell |
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|
2018
Q4 | $434K | Sell |
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|
2018
Q3 | $539K | Sell |
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|
2018
Q2 | $568K | Sell |
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|
2018
Q1 | $933K | Sell |
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|
2017
Q4 | $1.25M | Sell |
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|
2017
Q3 | $1.45M | Sell |
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|
2017
Q2 | $1.5M | Sell |
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|
2017
Q1 | $2.46M | Sell |
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|
2016
Q4 | $4.87M | Sell |
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|
2016
Q3 | $4.72M | Sell |
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|
2016
Q2 | $5.22M | Sell |
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|
2016
Q1 | $8.78M | Sell |
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|
2015
Q4 | $9.74M | Buy |
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|
2015
Q3 | $6.54M | Buy |
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|
2015
Q2 | $4.24M | Buy |
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|
2015
Q1 | $489K | Buy |
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