Independent Portfolio Consultants’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,669
| Closed | -$58K | – | 755 |
|
|
2015
Q4 | $58K | Sell |
2,669
-349
| -12% | -$7.58K | 0.02% | 555 |
|
|
2015
Q3 | $73K | Sell |
3,018
-77
| -2% | -$1.86K | 0.02% | 518 |
|
|
2015
Q2 | $83K | Hold |
3,095
| – | – | 0.02% | 529 |
|
|
2015
Q1 | $96K | Sell |
3,095
-273
| -8% | -$8.47K | 0.02% | 489 |
|
|
2014
Q4 | $90K | Sell |
3,368
-4,345
| -56% | -$116K | 0.02% | 531 |
|
|
2014
Q3 | $240K | Sell |
7,713
-723
| -9% | -$22.5K | 0.06% | 438 |
|
|
2014
Q2 | $265K | Buy |
8,436
+983
| +13% | +$30.9K | 0.07% | 398 |
|
|
2014
Q1 | $284K | Sell |
7,453
-2,565
| -26% | -$97.7K | 0.09% | 373 |
|
|
2013
Q4 | $412K | Sell |
10,018
-616
| -6% | -$25.3K | 0.14% | 298 |
|
|
2013
Q3 | $416K | Buy |
10,634
+428
| +4% | +$16.7K | 0.17% | 271 |
|
|
2013
Q2 | $365K | Buy |
+10,206
| New | +$365K | 0.16% | 278 |
|