Kelman-Lazarov Inc’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-32,509
| Closed | -$1.02M | – | 100 |
|
|
2018
Q2 | $1.02M | Sell |
32,509
-4,700
| -13% | -$148K | 0.55% | 52 |
|
|
2018
Q1 | $1.14M | Sell |
37,209
-2,541
| -6% | -$78.1K | 0.61% | 46 |
|
|
2017
Q4 | $1.26M | Sell |
39,750
-1,350
| -3% | -$42.9K | 0.64% | 46 |
|
|
2017
Q3 | $1.28M | Sell |
41,100
-600
| -1% | -$18.6K | 0.67% | 44 |
|
|
2017
Q2 | $1.25M | Buy |
+41,700
| New | +$1.25M | 0.69% | 47 |
|
|
2017
Q1 | – | Sell |
-43,483
| Closed | -$1.22M | – | 138 |
|
|
2016
Q4 | $1.22M | Buy |
43,483
+40,550
| +1,383% | +$1.14M | 0.69% | 47 |
|
|
2016
Q3 | $77.8K | Sell |
2,933
-3,590
| -55% | -$95.2K | 0.04% | 156 |
|
|
2016
Q2 | $163K | Sell |
6,523
-21,987
| -77% | -$548K | 0.09% | 114 |
|
|
2016
Q1 | $720K | Buy |
+28,510
| New | +$720K | 0.42% | 73 |
|