Golden State Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
4,961
+206
| +4% | +$9.01K | 0.03% | 348 |
|
|
2025
Q1 | $206K | Buy |
4,755
+150
| +3% | +$6.5K | 0.03% | 334 |
|
|
2024
Q4 | $191K | Buy |
+4,605
| New | +$191K | 0.03% | 329 |
|
|
2022
Q1 | $316K | Hold |
8,383
| – | – | 0.06% | 229 |
|
|
2021
Q4 | $329K | Sell |
8,383
-100
| -1% | -$3.93K | 0.06% | 277 |
|
|
2021
Q3 | $320K | Hold |
8,483
| – | – | 0.07% | 223 |
|
|
2021
Q2 | $318K | Sell |
8,483
-1,500
| -15% | -$56.2K | 0.07% | 217 |
|
|
2021
Q1 | $362K | Sell |
9,983
-1,709
| -15% | -$62K | 0.12% | 129 |
|
|
2020
Q4 | $393K | Buy |
11,692
+880
| +8% | +$29.6K | 0.11% | 147 |
|
|
2020
Q3 | $331K | Buy |
10,812
+292
| +3% | +$8.94K | 0.11% | 132 |
|
|
2020
Q2 | $318K | Buy |
10,520
+690
| +7% | +$20.9K | 0.1% | 128 |
|
|
2020
Q1 | $263K | Buy |
+9,830
| New | +$263K | 0.12% | 124 |
|
|
2019
Q4 | – | Sell |
-11,695
| Closed | -$378K | – | 230 |
|
|
2019
Q3 | $378K | Buy |
11,695
+218
| +2% | +$7.05K | 0.12% | 133 |
|
|
2019
Q2 | $362K | Buy |
11,477
+2,111
| +23% | +$66.6K | 0.11% | 147 |
|
|
2019
Q1 | $292K | Buy |
+9,366
| New | +$292K | 0.1% | 172 |
|