Institute for Wealth Management’s Deutsche Bank DB Stock Holding History

Institute for Wealth Management’s Portfolio DB Stock Details DB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$252K	Sell
2025 Q3	$238K	Buy
2021 Q1	–	Sell
2020 Q4	$129K	Hold
2020 Q3	$99K	Hold
2020 Q2	$112K	Buy
2020 Q1	$74K	Hold
2019 Q4	$90K	Buy
2019 Q3	$84K	Buy