JFS Wealth Advisors’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2K | Hold |
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|
2025
Q1 | $22.2K | Hold |
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|
2024
Q4 | $15.9K | Buy |
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|
2024
Q3 | $15.1K | Buy |
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|
2024
Q2 | $8.38K | Hold |
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|
2024
Q1 | $8.3K | Hold |
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|
2023
Q4 | $7.13K | Hold |
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|
2023
Q3 | $5.78K | Hold |
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|
2023
Q2 | $5.54K | Sell |
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|
2023
Q1 | $5.83K | Sell |
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|
2022
Q4 | $6.83K | Buy |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $6K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Hold |
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|
2015
Q4 | $1K | Hold |
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|
2015
Q3 | $1K | Buy |
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