LWM
LBA Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,313
| Closed | -$121K | – | 451 |
|
|
2016
Q4 | $121K | Hold |
4,313
| – | – | 0.07% | 130 |
|
|
2016
Q3 | $114K | Hold |
4,313
| – | – | 0.06% | 143 |
|
|
2016
Q2 | $108K | Sell |
4,313
-942
| -18% | -$23.6K | 0.06% | 146 |
|
|
2016
Q1 | $134K | Hold |
5,255
| – | – | 0.08% | 127 |
|
|
2015
Q4 | $143K | Buy |
+5,255
| New | +$143K | 0.08% | 138 |
|