Sweet Financial Partners’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $807K | Hold |
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|
2024
Q2 | $772K | Hold |
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|
2024
Q1 | $759K | Sell |
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|
2023
Q4 | $708K | Buy |
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|
2023
Q3 | $597K | Hold |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $675K | Sell |
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|
2022
Q4 | $1.44M | Buy |
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|
2022
Q3 | $1.41M | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $15.4M | Buy |
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|
2021
Q4 | $2.51M | Buy |
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