WWM
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Windsor Wealth Management’s Deutsche Bank DB Stock Holding History

Windsor Wealth Management’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-19,161
Closed -$245K – 172
2022
Q1 		$245K Sell
19,161
-3,005
-14% -$40K 0.05% 207
2021
Q4 		$293K Sell
22,166
-18,711
-46% -$238K 0.05% 187
2021
Q3 		$515K Sell
40,877
-11,873
-23% -$149K 0.11% 152
2021
Q2 		$690K Sell
52,750
-575
-1% -$7.8K 0.15% 129
2021
Q1 		$640K Buy
+53,325
New +$623K 0.15% 123

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CCM
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Bank of America
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