CWC
Carolinas Wealth Consulting’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-28
| Closed | -$1.48K | – | 1065 |
|
|
2024
Q2 | $1.48K | Buy |
28
+1
| +4% | +$53 | ﹤0.01% | 849 |
|
|
2024
Q1 | $1.48K | Hold |
27
| – | – | ﹤0.01% | 833 |
|
|
2023
Q4 | $1.41K | Hold |
27
| – | – | ﹤0.01% | 785 |
|
|
2023
Q3 | $1.26K | Hold |
27
| – | – | ﹤0.01% | 797 |
|
|
2023
Q2 | $1.33K | Buy |
+27
| New | +$1.33K | ﹤0.01% | 870 |
|
|
2021
Q4 | – | Sell |
-102
| Closed | -$5K | – | 974 |
|
|
2021
Q3 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 664 |
|