HGWM
Harvest Group Wealth Management’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Hold |
0
| – | – | – | 194 |
|
|
2020
Q4 | – | Sell |
-556
| Closed | -$5K | – | 687 |
|
|
2020
Q3 | $5K | Hold |
556
| – | – | ﹤0.01% | 257 |
|
|
2020
Q2 | $5K | Hold |
556
| – | – | ﹤0.01% | 251 |
|
|
2020
Q1 | $3K | Hold |
556
| – | – | ﹤0.01% | 282 |
|
|
2019
Q4 | $4K | Hold |
556
| – | – | ﹤0.01% | 415 |
|
|
2019
Q3 | $4K | Buy |
556
+536
| +2,680% | +$3.86K | ﹤0.01% | 460 |
|
|
2019
Q2 | $0 | Sell |
20
-20,456
| -100% | – | ﹤0.01% | 928 |
|
|
2019
Q1 | $166K | Buy |
20,476
+231
| +1% | +$1.87K | 0.15% | 42 |
|
|
2018
Q4 | $165K | Sell |
20,245
-702
| -3% | -$5.72K | 0.21% | 31 |
|
|
2018
Q3 | $238K | Buy |
20,947
+440
| +2% | +$5K | 0.17% | 28 |
|
|
2018
Q2 | $218K | Buy |
20,507
+2,025
| +11% | +$21.5K | 0.15% | 35 |
|
|
2018
Q1 | $258K | Buy |
18,482
+1,407
| +8% | +$19.6K | 0.17% | 39 |
|
|
2017
Q4 | $325K | Buy |
+17,075
| New | +$325K | 0.2% | 37 |
|