Plante Moran Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-362
| Closed | -$14K | – | 942 |
|
|
2021
Q2 | $14K | Buy |
+362
| New | +$14K | ﹤0.01% | 629 |
|
|
2020
Q1 | – | Sell |
-16,400
| Closed | -$554K | – | 746 |
|
|
2019
Q4 | $554K | Sell |
16,400
-375
| -2% | -$12.7K | 0.19% | 79 |
|
|
2019
Q3 | $543K | Buy |
16,775
+4,870
| +41% | +$158K | 0.16% | 80 |
|
|
2019
Q2 | $376K | Buy |
+11,905
| New | +$376K | 0.12% | 104 |
|
|
2016
Q1 | – | Sell |
-801
| Closed | -$22K | – | 884 |
|
|
2015
Q4 | $22K | Sell |
801
-2,246
| -74% | -$61.7K | 0.02% | 426 |
|
|
2015
Q3 | $79K | Buy |
+3,047
| New | +$79K | 0.06% | 212 |
|
|
2015
Q2 | – | Sell |
-2,823
| Closed | -$85K | – | 724 |
|
|
2015
Q1 | $85K | Buy |
+2,823
| New | +$85K | 0.06% | 203 |
|