IWM
Integrated Wealth Management’s Xtrackers MSCI Europe Hedged Equity ETF DBEU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $2.15M | Sell |
79,489
-5,545
| -7% | -$150K | 0.72% | 37 |
|
2016
Q4 | $2.16M | Sell |
85,034
-14,864
| -15% | -$377K | 0.8% | 35 |
|
2016
Q3 | $2.58M | Sell |
99,898
-18,644
| -16% | -$481K | 0.92% | 26 |
|
2016
Q2 | $2.91M | Sell |
118,542
-18,803
| -14% | -$462K | 1.12% | 19 |
|
2016
Q1 | $3.39M | Sell |
137,345
-4,272
| -3% | -$105K | 1.43% | 13 |
|
2015
Q4 | $3.66M | Sell |
141,617
-36,014
| -20% | -$931K | 1.58% | 12 |
|
2015
Q3 | $4.44M | Buy |
177,631
+2,690
| +2% | +$67.2K | 1.94% | 9 |
|
2015
Q2 | $4.7M | Buy |
+174,941
| New | +$4.7M | 1.82% | 9 |
|