Valeo Financial Advisors’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+9,492
| New | +$278K | 0.01% | 602 |
|
|
2019
Q2 | – | Sell |
-500
| Closed | -$4K | – | 1569 |
|
|
2019
Q1 | $4K | Buy |
+500
| New | +$4K | ﹤0.01% | 1217 |
|
|
2018
Q4 | – | Sell |
-222
| Closed | -$2K | – | 1528 |
|
|
2018
Q3 | $2K | Sell |
222
-300
| -57% | -$2.7K | ﹤0.01% | 1433 |
|
|
2018
Q2 | $6K | Buy |
+522
| New | +$6K | ﹤0.01% | 1070 |
|