BDO Wealth Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-216
| Closed | -$11K | – | 567 |
|
|
2018
Q3 | $11K | Hold |
216
| – | – | ﹤0.01% | 447 |
|
|
2018
Q2 | $11K | Hold |
216
| – | – | ﹤0.01% | 448 |
|
|
2018
Q1 | $12K | Buy |
+216
| New | +$12K | ﹤0.01% | 377 |
|
|
2017
Q3 | – | Sell |
-216
| Closed | -$11K | – | 469 |
|
|
2017
Q2 | $11K | Buy |
+216
| New | +$11K | ﹤0.01% | 359 |
|