Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,098
| Closed | -$262K | – | 107 |
|
|
2018
Q3 | $262K | Sell |
8,098
-4,113
| -34% | -$133K | 0.16% | 92 |
|
|
2018
Q2 | $383K | Buy |
12,211
+39
| +0.3% | +$1.22K | 0.25% | 64 |
|
|
2018
Q1 | $374K | Hold |
12,172
| – | – | 0.26% | 65 |
|
|
2017
Q4 | $387K | Sell |
12,172
-252
| -2% | -$8.01K | 0.24% | 61 |
|
|
2017
Q3 | $386K | Hold |
12,424
| – | – | 0.25% | 61 |
|
|
2017
Q2 | $373K | Sell |
12,424
-226
| -2% | -$6.79K | 0.26% | 62 |
|
|
2017
Q1 | $374K | Sell |
12,650
-2
| -0% | -$59 | 0.27% | 59 |
|
|
2016
Q4 | $355K | Sell |
12,652
-1,024
| -7% | -$28.7K | 0.26% | 59 |
|
|
2016
Q3 | $361K | Hold |
13,676
| – | – | 0.27% | 57 |
|
|
2016
Q2 | $342K | Buy |
+13,676
| New | +$342K | 0.28% | 56 |
|
|
2016
Q1 | – | Sell |
-28,082
| Closed | -$763K | – | 80 |
|
|
2015
Q4 | $763K | Buy |
+28,082
| New | +$763K | 0.65% | 41 |
|