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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $354K | Sell |
7,303
-882
| -11% | -$40.8K | 0.06% | 97 |
|
|
2026
Q1 | $349K | Buy |
8,185
+197
| +2% | +$8.54K | 0.07% | 97 |
|
|
2025
Q4 | $329K | Sell |
7,988
-657
| -8% | -$26.8K | 0.07% | 101 |
|
|
2025
Q3 | $341K | Buy |
8,645
+32
| +0.4% | +$1.22K | 0.07% | 98 |
|
|
2025
Q2 | $315K | Buy |
8,613
+222
| +3% | +$7.87K | 0.08% | 91 |
|
|
2025
Q1 | $297K | Buy |
8,391
+149
| +2% | +$5.29K | 0.08% | 95 |
|
|
2024
Q4 | $280K | Sell |
8,242
-461
| -5% | -$16K | 0.08% | 96 |
|
|
2024
Q3 | $304K | Sell |
8,703
-201
| -2% | -$6.74K | 0.1% | 86 |
|
|
2024
Q2 | $297K | Sell |
8,904
-462
| -5% | -$15.3K | 0.11% | 79 |
|
|
2024
Q1 | $307K | Buy |
9,366
+84
| +0.9% | +$2.62K | 0.13% | 73 |
|
|
2023
Q4 | $280K | Buy |
9,282
+151
| +2% | +$4.37K | 0.14% | 65 |
|
|
2023
Q3 | $260K | Buy |
9,131
+406
| +5% | +$11.7K | 0.16% | 61 |
|
|
2023
Q2 | $253K | Buy |
+8,725
| New | +$256K | 0.17% | 60 |
|