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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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