Icon Wealth Partners’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $574K | Hold |
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2023
Q2 | $582K | Hold |
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2023
Q1 | $579K | Buy |
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|
2022
Q2 | $573K | Hold |
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|
2022
Q1 | $620K | Sell |
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|
2021
Q4 | $763K | Sell |
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|
2021
Q3 | $820K | Hold |
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|
2021
Q2 | $815K | Hold |
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|
2021
Q1 | $789K | Sell |
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|
2020
Q4 | $735K | Sell |
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|
2020
Q3 | $671K | Hold |
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|
2020
Q2 | $662K | Hold |
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|
2020
Q1 | $587K | Sell |
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|
2019
Q4 | $818K | Hold |
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|
2019
Q3 | $783K | Hold |
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|
2019
Q2 | $766K | Hold |
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|
2019
Q1 | $756K | Hold |
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|
2018
Q4 | $676K | Sell |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.54M | Sell |
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2018
Q1 | $2.39M | Sell |
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|
2017
Q4 | $3.08M | Buy |
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