DWMG
DB Wealth Management Group’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $281K | Hold |
1,252
| – | – | 0.16% | 78 |
|
|
2023
Q3 | $245K | Hold |
1,252
| – | – | 0.15% | 79 |
|
|
2023
Q2 | $277K | Hold |
1,252
| – | – | 0.17% | 77 |
|
|
2023
Q1 | $261K | Hold |
1,252
| – | – | 0.16% | 74 |
|
|
2022
Q4 | $209K | Sell |
1,252
-448
| -26% | -$74.9K | 0.14% | 78 |
|
|
2022
Q3 | $259K | Buy |
1,700
+22
| +1% | +$3.35K | 0.18% | 72 |
|
|
2022
Q2 | $255K | Sell |
1,678
-222
| -12% | -$33.7K | 0.17% | 74 |
|
|
2022
Q1 | $394K | Sell |
1,900
-1,342
| -41% | -$278K | 0.24% | 66 |
|
|
2021
Q4 | $788K | Buy |
3,242
+711
| +28% | +$173K | 0.47% | 50 |
|
|
2021
Q3 | $501K | Buy |
2,531
+31
| +1% | +$6.14K | 0.32% | 62 |
|
|
2021
Q2 | $481K | Hold |
2,500
| – | – | 0.31% | 63 |
|
|
2021
Q1 | $457K | Hold |
2,500
| – | – | 0.31% | 59 |
|
|
2020
Q4 | $427K | Buy |
+2,500
| New | +$427K | 0.31% | 60 |
|