Windsor Wealth Management’s Deutsche Bank DB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-19,161
| Closed | -$245K | – | 172 |
|
|
2022
Q1 | $245K | Sell |
19,161
-3,005
| -14% | -$38.4K | 0.05% | 207 |
|
|
2021
Q4 | $293K | Sell |
22,166
-18,711
| -46% | -$247K | 0.05% | 187 |
|
|
2021
Q3 | $515K | Sell |
40,877
-11,873
| -23% | -$150K | 0.11% | 152 |
|
|
2021
Q2 | $690K | Sell |
52,750
-575
| -1% | -$7.52K | 0.15% | 129 |
|
|
2021
Q1 | $640K | Buy |
+53,325
| New | +$640K | 0.15% | 123 |
|