JFS Wealth Advisors’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2K | Hold |
930
| – | – | ﹤0.01% | 590 |
|
|
2025
Q1 | $22.2K | Hold |
930
| – | – | ﹤0.01% | 638 |
|
|
2024
Q4 | $15.9K | Buy |
930
+59
| +7% | +$1.01K | ﹤0.01% | 704 |
|
|
2024
Q3 | $15.1K | Buy |
871
+345
| +66% | +$5.97K | ﹤0.01% | 716 |
|
|
2024
Q2 | $8.39K | Hold |
526
| – | – | ﹤0.01% | 851 |
|
|
2024
Q1 | $8.3K | Hold |
526
| – | – | ﹤0.01% | 879 |
|
|
2023
Q4 | $7.13K | Hold |
526
| – | – | ﹤0.01% | 912 |
|
|
2023
Q3 | $5.78K | Hold |
526
| – | – | ﹤0.01% | 932 |
|
|
2023
Q2 | $5.54K | Sell |
526
-45
| -8% | -$474 | ﹤0.01% | 955 |
|
|
2023
Q1 | $5.83K | Sell |
571
-22
| -4% | -$225 | ﹤0.01% | 925 |
|
|
2022
Q4 | $6.83K | Buy |
593
+540
| +1,019% | +$6.22K | ﹤0.01% | 865 |
|
|
2022
Q3 | $0 | Sell |
53
-621
| -92% | – | ﹤0.01% | 1779 |
|
|
2022
Q2 | $6K | Buy |
674
+123
| +22% | +$1.1K | ﹤0.01% | 921 |
|
|
2022
Q1 | $7K | Buy |
551
+442
| +406% | +$5.62K | ﹤0.01% | 910 |
|
|
2021
Q4 | $1K | Buy |
+109
| New | +$1K | ﹤0.01% | 1321 |
|
|
2016
Q2 | – | Sell |
-62
| Closed | -$1K | – | 525 |
|
|
2016
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 563 |
|
|
2015
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 517 |
|
|
2015
Q3 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 452 |
|