Financial Architects (New Jersey)’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-100
| Closed | -$1K | – | 1294 |
|
|
2018
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 1244 |
|
|
2018
Q1 | $1K | Sell |
100
-1,330
| -93% | -$13.3K | ﹤0.01% | 1209 |
|
|
2017
Q4 | $27K | Sell |
1,430
-250
| -15% | -$4.72K | ﹤0.01% | 772 |
|
|
2017
Q3 | $29K | Sell |
1,680
-150
| -8% | -$2.59K | 0.01% | 769 |
|
|
2017
Q2 | $33K | Buy |
+1,830
| New | +$33K | 0.01% | 716 |
|
|
2017
Q1 | – | Sell |
-3,696
| Closed | -$60K | – | 1467 |
|
|
2016
Q4 | $60K | Hold |
3,696
| – | – | 0.01% | 514 |
|
|
2016
Q3 | $43K | Buy |
3,696
+2,464
| +200% | +$28.7K | 0.01% | 613 |
|
|
2016
Q2 | $15K | Buy |
+1,232
| New | +$15K | ﹤0.01% | 854 |
|
|
2015
Q1 | – | Sell |
-1,147
| Closed | -$26K | – | 934 |
|
|
2014
Q4 | $26K | Buy |
+1,147
| New | +$26K | 0.01% | 465 |
|