Wealthspire Advisors (Maryland)’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $4.39M | Buy |
+522,190
| New | +$4.39M | 0.15% | 76 |
|
|
2019
Q2 | – | Sell |
-7,514
| Closed | -$61K | – | 842 |
|
|
2019
Q1 | $61K | Sell |
7,514
-63
| -0.8% | -$511 | ﹤0.01% | 826 |
|
|
2018
Q4 | $62K | Buy |
7,577
+794
| +12% | +$6.5K | 0.01% | 763 |
|
|
2018
Q3 | $77K | Buy |
6,783
+331
| +5% | +$3.76K | 0.01% | 797 |
|
|
2018
Q2 | $69K | Sell |
6,452
-184
| -3% | -$1.97K | 0.01% | 855 |
|
|
2018
Q1 | $93K | Buy |
6,636
+1
| +0% | +$14 | 0.01% | 741 |
|
|
2017
Q4 | $126K | Buy |
6,635
+645
| +11% | +$12.2K | 0.01% | 628 |
|
|
2017
Q3 | $104K | Sell |
5,990
-142
| -2% | -$2.47K | 0.01% | 688 |
|
|
2017
Q2 | $109K | Buy |
6,132
+2,793
| +84% | +$49.6K | 0.01% | 662 |
|
|
2017
Q1 | $57K | Buy |
3,339
+875
| +36% | +$14.9K | 0.01% | 769 |
|
|
2016
Q4 | $40K | Buy |
2,464
+224
| +10% | +$3.64K | 0.01% | 832 |
|
|
2016
Q3 | $26K | Buy |
2,240
+2,043
| +1,037% | +$23.7K | ﹤0.01% | 982 |
|
|
2016
Q2 | $2K | Buy |
+197
| New | +$2K | ﹤0.01% | 1499 |
|
|
2016
Q1 | – | Sell |
-84
| Closed | -$2K | – | 1759 |
|
|
2015
Q4 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 1516 |
|