AIS
Accurate Investment Solutions’s WisdomTree International Equity Fund DWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-790
| Closed | -$31K | – | 105 |
|
2020
Q1 | $31K | Hold |
790
| – | – | 0.03% | 226 |
|
2019
Q4 | $42K | Hold |
790
| – | – | 0.03% | 184 |
|
2019
Q3 | $39K | Hold |
790
| – | – | 0.03% | 134 |
|
2019
Q2 | $40K | Hold |
790
| – | – | 0.03% | 127 |
|
2019
Q1 | $40K | Hold |
790
| – | – | 0.03% | 125 |
|
2018
Q4 | $37K | Buy |
+790
| New | +$37K | 0.03% | 121 |
|