Heron Financial Group’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $197K | Hold |
18,690
| – | – | 0.11% | 141 |
|
|
2023
Q1 | $191K | Hold |
18,690
| – | – | 0.11% | 143 |
|
|
2022
Q4 | $227K | Hold |
18,690
| – | – | 0.15% | 115 |
|
|
2022
Q3 | $138K | Sell |
18,690
-4,673
| -20% | -$34.5K | 0.09% | 131 |
|
|
2022
Q2 | $204K | Buy |
+23,363
| New | +$204K | 0.12% | 132 |
|
|
2021
Q4 | – | Sell |
-12,164
| Closed | -$154K | – | 148 |
|
|
2021
Q3 | $154K | Sell |
12,164
-160
| -1% | -$2.03K | 0.09% | 143 |
|
|
2021
Q2 | $161K | Hold |
12,324
| – | – | 0.09% | 143 |
|
|
2021
Q1 | $149K | Buy |
+12,324
| New | +$149K | 0.09% | 142 |
|