Whitaker-Myers Wealth Managers’s Xtrackers MSCI All World ex US Hedged Equity ETF DBAW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Buy |
8,613
+222
| +3% | +$8.13K | 0.08% | 91 |
|
|
2025
Q1 | $297K | Buy |
8,391
+149
| +2% | +$5.27K | 0.08% | 95 |
|
|
2024
Q4 | $280K | Sell |
8,242
-461
| -5% | -$15.7K | 0.08% | 96 |
|
|
2024
Q3 | $304K | Sell |
8,703
-201
| -2% | -$7.01K | 0.1% | 86 |
|
|
2024
Q2 | $297K | Sell |
8,904
-462
| -5% | -$15.4K | 0.11% | 79 |
|
|
2024
Q1 | $307K | Buy |
9,366
+84
| +0.9% | +$2.76K | 0.13% | 73 |
|
|
2023
Q4 | $280K | Buy |
9,282
+151
| +2% | +$4.56K | 0.14% | 65 |
|
|
2023
Q3 | $260K | Buy |
9,131
+406
| +5% | +$11.6K | 0.16% | 61 |
|
|
2023
Q2 | $253K | Buy |
+8,725
| New | +$253K | 0.17% | 60 |
|