EverSource Wealth Advisors’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | $103K | Buy |
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|
2024
Q4 | $53.8K | Hold |
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|
2024
Q3 | $54.6K | Sell |
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|
2024
Q2 | $122K | Buy |
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|
2024
Q1 | $118K | Buy |
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|
2023
Q4 | $82.9K | Buy |
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|
2023
Q3 | $63.9K | Sell |
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|
2023
Q2 | $62.6K | Buy |
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|
2023
Q1 | $56.4K | Hold |
|
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|
2022
Q4 | $63.6K | Sell |
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|
2022
Q3 | $61K | Buy |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Sell |
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|
2021
Q4 | $4K | Buy |
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