Plante Moran Financial Advisors’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,967
| Closed | -$54K | – | 779 |
|
|
2019
Q3 | $54K | Hold |
1,967
| – | – | 0.02% | 331 |
|
|
2019
Q2 | $54K | Hold |
1,967
| – | – | 0.02% | 321 |
|
|
2019
Q1 | $53K | Hold |
1,967
| – | – | 0.02% | 315 |
|
|
2018
Q4 | $48K | Hold |
1,967
| – | – | 0.02% | 294 |
|
|
2018
Q3 | $55K | Hold |
1,967
| – | – | 0.02% | 275 |
|
|
2018
Q2 | $54K | Hold |
1,967
| – | – | 0.03% | 310 |
|
|
2018
Q1 | $53K | Hold |
1,967
| – | – | 0.03% | 332 |
|
|
2017
Q4 | $55K | Hold |
1,967
| – | – | 0.03% | 324 |
|
|
2017
Q3 | $53K | Sell |
1,967
-632
| -24% | -$17K | 0.03% | 292 |
|
|
2017
Q2 | $68K | Hold |
2,599
| – | – | 0.04% | 259 |
|
|
2017
Q1 | $66K | Hold |
2,599
| – | – | 0.04% | 264 |
|
|
2016
Q4 | $62K | Buy |
+2,599
| New | +$62K | 0.04% | 287 |
|