Glassman Wealth Services’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,094
| Closed | -$14.8K | – | 620 |
|
|
2023
Q4 | $14.8K | Sell |
1,094
-261
| -19% | -$3.54K | ﹤0.01% | 774 |
|
|
2023
Q3 | $14.9K | Buy |
1,355
+344
| +34% | +$3.78K | ﹤0.01% | 737 |
|
|
2023
Q2 | $10.6K | Buy |
1,011
+42
| +4% | +$442 | ﹤0.01% | 799 |
|
|
2023
Q1 | $9.89K | Sell |
969
-44
| -4% | -$449 | ﹤0.01% | 827 |
|
|
2022
Q4 | $11.7K | Buy |
1,013
+114
| +13% | +$1.31K | ﹤0.01% | 789 |
|
|
2022
Q3 | $7K | Buy |
899
+294
| +49% | +$2.29K | ﹤0.01% | 897 |
|
|
2022
Q2 | $5K | Sell |
605
-398
| -40% | -$3.29K | ﹤0.01% | 992 |
|
|
2022
Q1 | $13K | Sell |
1,003
-590
| -37% | -$7.65K | ﹤0.01% | 757 |
|
|
2021
Q4 | $20K | Buy |
1,593
+624
| +64% | +$7.83K | ﹤0.01% | 605 |
|
|
2021
Q3 | $12K | Buy |
969
+188
| +24% | +$2.33K | ﹤0.01% | 718 |
|
|
2021
Q2 | $10K | Buy |
781
+47
| +6% | +$602 | ﹤0.01% | 748 |
|
|
2021
Q1 | $9K | Buy |
+734
| New | +$9K | ﹤0.01% | 735 |
|
|
2020
Q3 | – | Sell |
-72
| Closed | -$1K | – | 1358 |
|
|
2020
Q2 | $1K | Sell |
72
-7
| -9% | -$97 | ﹤0.01% | 994 |
|
|
2020
Q1 | $1K | Buy |
79
+42
| +114% | +$532 | ﹤0.01% | 847 |
|
|
2019
Q4 | $0 | Buy |
+37
| New | – | ﹤0.01% | 1238 |
|