Waterfront Wealth’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 | $1.53M | Sell |
52,287
-513
| -1% | -$15K | 0.34% | 81 |
|
2025
Q1 | $1.26M | Sell |
52,800
-7,261
| -12% | -$173K | 0.31% | 100 |
|
2024
Q4 | $1.02M | Sell |
60,061
-24
| -0% | -$409 | 0.25% | 130 |
|
2024
Q3 | $1.02M | Buy |
60,085
+4,055
| +7% | +$68.9K | 0.25% | 132 |
|
2024
Q2 | $893K | Buy |
56,030
+3,412
| +6% | +$54.4K | 0.24% | 130 |
|
2024
Q1 | $938K | Buy |
52,618
+3,571
| +7% | +$63.7K | 0.26% | 117 |
|
2023
Q4 | $665K | Sell |
49,047
-1,587
| -3% | -$21.5K | 0.2% | 146 |
|
2023
Q3 | $514K | Buy |
50,634
+2,079
| +4% | +$21.1K | 0.17% | 159 |
|
2023
Q2 | $559K | Buy |
48,555
+1,842
| +4% | +$21.2K | 0.17% | 161 |
|
2023
Q1 | $477K | Buy |
46,713
+5,251
| +13% | +$53.6K | 0.16% | 165 |
|
2022
Q4 | $557K | Sell |
41,462
-359
| -0.9% | -$4.82K | 0.19% | 152 |
|
2022
Q3 | $414K | Buy |
+41,821
| New | +$414K | 0.16% | 164 |
|