LVW Advisors’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
21,421
-1,348
| -6% | -$39.5K | 0.07% | 163 |
|
|
2025
Q1 | $543K | Buy |
22,769
+4,660
| +26% | +$111K | 0.06% | 161 |
|
|
2024
Q4 | $309K | Sell |
18,109
-881
| -5% | -$15K | 0.04% | 242 |
|
|
2024
Q3 | $329K | Sell |
18,990
-2,227
| -10% | -$38.5K | 0.04% | 229 |
|
|
2024
Q2 | $338K | Buy |
+21,217
| New | +$338K | 0.05% | 212 |
|