CPRC
Consolidated Portfolio Review Corp’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,731
| Closed | -$301K | – | 291 |
|
|
2023
Q4 | $301K | Sell |
5,731
-2,909
| -34% | -$153K | 0.07% | 237 |
|
|
2023
Q3 | $418K | Sell |
8,640
-46
| -0.5% | -$2.22K | 0.1% | 191 |
|
|
2023
Q2 | $435K | Buy |
8,686
+13
| +0.1% | +$650 | 0.1% | 176 |
|
|
2023
Q1 | $431K | Buy |
+8,673
| New | +$431K | 0.12% | 173 |
|