Sugarloaf Wealth Management’s Xtrackers MSCI Emerging Markets Hedged Equity ETF DBEM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $30.6K | Buy |
1,231
+17
| +1% | +$423 | 0.01% | 353 |
|
2024
Q3 | $31.9K | Sell |
1,214
-74
| -6% | -$1.95K | 0.01% | 356 |
|
2024
Q2 | $31.9K | Buy |
1,288
+8
| +0.6% | +$198 | 0.01% | 341 |
|
2024
Q1 | $30.6K | Hold |
1,280
| – | – | 0.01% | 353 |
|
2023
Q4 | $29.5K | Sell |
1,280
-196
| -13% | -$4.52K | 0.01% | 341 |
|
2023
Q3 | $32.4K | Hold |
1,476
| – | – | 0.01% | 334 |
|
2023
Q2 | $33.4K | Buy |
1,476
+14
| +1% | +$316 | 0.01% | 334 |
|
2023
Q1 | $32.6K | Hold |
1,462
| – | – | 0.01% | 338 |
|
2022
Q4 | $31.3K | Buy |
1,462
+13
| +0.9% | +$279 | 0.01% | 347 |
|
2022
Q3 | $30K | Buy |
1,449
+12
| +0.8% | +$248 | 0.01% | 362 |
|
2022
Q2 | $32K | Hold |
1,437
| – | – | 0.01% | 341 |
|
2022
Q1 | $35K | Hold |
1,437
| – | – | 0.01% | 324 |
|
2021
Q4 | $38K | Buy |
1,437
+9
| +0.6% | +$238 | 0.01% | 325 |
|
2021
Q3 | $39K | Buy |
1,428
+8
| +0.6% | +$218 | 0.01% | 309 |
|
2021
Q2 | $42K | Sell |
1,420
-567
| -29% | -$16.8K | 0.01% | 296 |
|
2021
Q1 | $57 | Sell |
1,987
-1,282
| -39% | -$37 | 0.02% | 252 |
|
2020
Q4 | $90K | Sell |
3,269
-788
| -19% | -$21.7K | 0.03% | 189 |
|
2020
Q3 | $99K | Sell |
4,057
-610
| -13% | -$14.9K | 0.04% | 160 |
|
2020
Q2 | $104K | Sell |
4,667
-1,779
| -28% | -$39.6K | 0.04% | 160 |
|
2020
Q1 | $123K | Sell |
6,446
-5,884
| -48% | -$112K | 0.06% | 138 |
|
2019
Q4 | $293K | Buy |
+12,330
| New | +$293K | 0.12% | 97 |
|