HHRDM
H&H Retirement Design & Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,717
| Closed | -$640K | – | 60 |
|
|
2022
Q4 | $640K | Buy |
18,717
+3,087
| +20% | +$106K | 0.54% | 33 |
|
|
2022
Q3 | $531K | Sell |
15,630
-4,646
| -23% | -$158K | 0.5% | 35 |
|
|
2022
Q2 | $736K | Sell |
20,276
-3,404
| -14% | -$124K | 0.54% | 34 |
|
|
2022
Q1 | $896K | Sell |
23,680
-910
| -4% | -$34.4K | 0.61% | 30 |
|
|
2021
Q4 | $924K | Buy |
+24,590
| New | +$924K | 0.58% | 35 |
|