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  Name: DB Wealth Management Group LLC
  City: SAN DIEGO
  State: CA
  Zip: 92108
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $176,085,000
  Total Value Change : $17,608,000
  Securities Held Change : -3
   
All Securities Held : 369
  New Positions : 15
  Closed Positions : 17
  Increased Positions : 60
  Unchanged Positions : 239
  Decreased Positions : 55

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Holdings Found : 17     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BSCN)1 Year Chart         BSCN Invesco Bulletshares 2023 C... 384 Closed $21.19 $0 0 0% -278,000 -13,082 0    N/A
   (FGD)1 Year Chart         FGD First Trust Dow Jones Globa... 371 Closed $23.60 $0 0 0% -2,000 -87 0    N/A
   (NVG)1 Year Chart         NVG Nuveen Insured Dividend Adv... 377 Closed $11.88 $0 0 0% -1,000 -115 0    Closed - End Fund - Debt
   (CHCT)1 Year Chart         CHCT Community Healthcare Trust Inc 383 Closed $23.78 $0 0 0% -10,000 -330 0    N/A
   (MKC)1 Year Chart         MKC McCormick & Co Inc 360 Closed $74.60 $0 0 0% -20,000 -266 0    Processed & Packaged ...
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 376 Closed $106.29 $0 0 0% -8,000 -73 0    Closed - End Fund - E...
   (IBTD)1 Year Chart         IBTD Ishares Ibonds Dec 2023 Ter... 382 Closed $0.00 $0 0 0% -251,000 -10,114 0    N/A
   (EIX)1 Year Chart         EIX Edison International 375 Closed $74.92 $0 0 0% -10,000 -153 0    Electric Utilities
   (NVAX)1 Year Chart         NVAX Novavax Inc 381 Closed $0.36 $0 0 0% -3,000 -400 0    Biotechnology
   (IWZ)1 Year Chart         IWZ iShares Russell 3000 Growth 374 Closed $118.18 $0 0 0% 0 -4 0    Closed - End Fund - E...
   (VIACA)1 Year Chart         VIACA Viacomcbs Class A 380 Closed $22.02 $0 0 0% 0 -2 0    Entertainment - Diver...
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) 386 Closed $40.41 $0 0 0% -2,000 -47 0    Drug Manufacturers - ...
   (TSP)1 Year Chart         TSP Tusimple Holdings Inc. 373 Closed $0.28 $0 0 0% 0 -100 0    N/A
   (EWG)1 Year Chart         EWG iShares MSCI-Germany 379 Closed $32.36 $0 0 0% 0 -1 0    Closed - End Fund - E...
   (HLN)1 Year Chart         HLN Haleon plc 385 Closed $8.32 $0 0 0% 0 -55 0    N/A
   (FXN)1 Year Chart         FXN First Trust Exchange-Traded... 372 Closed $18.61 $0 0 0% -63,000 -3,598 0    Closed - End Fund - Debt
   (XOP)1 Year Chart         XOP SPDR S&P Oil & Gas Explorat... 378 Closed $151.25 $0 0 0% -10,000 -67 0    Closed - End Fund - E...
      17 Records Found
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Page 1 of 1
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