MWM
Massachusetts Wealth Management’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,300
| Closed | -$244K | – | 91 |
|
|
2024
Q2 | $244K | Sell |
15,300
-1,500
| -9% | -$23.9K | 0.16% | 88 |
|
|
2024
Q1 | $265K | Sell |
16,800
-3,000
| -15% | -$47.3K | 0.19% | 84 |
|
|
2023
Q4 | $268K | Sell |
19,800
-500
| -2% | -$6.78K | 0.22% | 84 |
|
|
2023
Q3 | $223K | Sell |
20,300
-500
| -2% | -$5.5K | 0.2% | 83 |
|
|
2023
Q2 | $219K | Hold |
20,800
| – | – | 0.21% | 79 |
|
|
2023
Q1 | $212K | Sell |
20,800
-1,700
| -8% | -$17.4K | 0.22% | 78 |
|
|
2022
Q4 | $301K | Buy |
+22,500
| New | +$301K | 0.29% | 73 |
|