IFWM
Institute for Wealth Management’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,804
| Closed | -$129K | – | 466 |
|
|
2020
Q4 | $129K | Hold |
11,804
| – | – | 0.03% | 431 |
|
|
2020
Q3 | $99K | Hold |
11,804
| – | – | 0.02% | 407 |
|
|
2020
Q2 | $112K | Buy |
11,804
+226
| +2% | +$2.14K | 0.03% | 414 |
|
|
2020
Q1 | $74K | Hold |
11,578
| – | – | 0.02% | 389 |
|
|
2019
Q4 | $90K | Buy |
11,578
+348
| +3% | +$2.71K | 0.02% | 481 |
|
|
2019
Q3 | $84K | Buy |
+11,230
| New | +$84K | 0.02% | 413 |
|