Valeo Financial Advisors’s Deutsche Bank DB Stock Holding History

Valeo Financial Advisors’s Portfolio DB Stock Details DB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$349K	Buy
2025 Q2	$278K	Buy
2019 Q2	–	Sell
2019 Q1	$4K	Buy
2018 Q4	–	Sell
2018 Q3	$2K	Sell
2018 Q2	$6K	Buy