Wealth Effects’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,200
| Closed | -$224K | – | 213 |
|
|
2024
Q1 | $224K | Hold |
14,200
| – | – | 0.08% | 185 |
|
|
2023
Q4 | $192K | Hold |
14,200
| – | – | 0.07% | 209 |
|
|
2023
Q3 | $156K | Sell |
14,200
-2,500
| -15% | -$27.5K | 0.08% | 174 |
|
|
2023
Q2 | $176K | Hold |
16,700
| – | – | 0.08% | 179 |
|
|
2023
Q1 | $171K | Buy |
+16,700
| New | +$171K | 0.09% | 177 |
|