EverSource Wealth Advisors’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
6,903
+2,598
| +60% | +$76.1K | 0.01% | 855 |
|
|
2025
Q1 | $103K | Buy |
4,305
+1,149
| +36% | +$27.4K | 0.01% | 899 |
|
|
2024
Q4 | $53.8K | Hold |
3,156
| – | – | ﹤0.01% | 1159 |
|
|
2024
Q3 | $54.6K | Sell |
3,156
-4,672
| -60% | -$80.9K | ﹤0.01% | 1028 |
|
|
2024
Q2 | $122K | Buy |
7,828
+460
| +6% | +$7.16K | 0.01% | 723 |
|
|
2024
Q1 | $118K | Buy |
7,368
+1,251
| +20% | +$20.1K | 0.01% | 651 |
|
|
2023
Q4 | $82.9K | Buy |
6,117
+304
| +5% | +$4.12K | 0.01% | 710 |
|
|
2023
Q3 | $63.9K | Sell |
5,813
-134
| -2% | -$1.47K | 0.01% | 730 |
|
|
2023
Q2 | $62.6K | Buy |
5,947
+423
| +8% | +$4.45K | 0.01% | 748 |
|
|
2023
Q1 | $56.4K | Hold |
5,524
| – | – | 0.01% | 750 |
|
|
2022
Q4 | $63.6K | Sell |
5,524
-2,693
| -33% | -$31K | 0.01% | 652 |
|
|
2022
Q3 | $61K | Buy |
8,217
+8,035
| +4,415% | +$59.6K | 0.01% | 582 |
|
|
2022
Q2 | $2K | Hold |
182
| – | – | ﹤0.01% | 1489 |
|
|
2022
Q1 | $2K | Sell |
182
-148
| -45% | -$1.63K | ﹤0.01% | 1508 |
|
|
2021
Q4 | $4K | Buy |
+330
| New | +$4K | ﹤0.01% | 1317 |
|