WWM
WT Wealth Management’s Xtrackers MSCI EAFE Hedged Equity ETF DBEF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $255K | Sell |
5,898
-759
| -11% | -$32.9K | 0.08% | 105 |
|
2024
Q4 | $276K | Buy |
+6,657
| New | +$276K | 0.09% | 111 |
|
2024
Q3 | – | Sell |
-6,079
| Closed | -$252K | – | 132 |
|
2024
Q2 | $252K | Sell |
6,079
-1,148
| -16% | -$47.6K | 0.09% | 102 |
|
2024
Q1 | $296K | Buy |
7,227
+1,718
| +31% | +$70.3K | 0.11% | 94 |
|
2023
Q4 | $204K | Buy |
+5,509
| New | +$204K | 0.08% | 102 |
|