FineMark National Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-530
| Closed | -$25K | – | 543 |
|
|
2016
Q4 | $25K | Hold |
530
| – | – | ﹤0.01% | 781 |
|
|
2016
Q3 | $25K | Hold |
530
| – | – | ﹤0.01% | 765 |
|
|
2016
Q2 | $24K | Hold |
530
| – | – | ﹤0.01% | 789 |
|
|
2016
Q1 | $24K | Hold |
530
| – | – | ﹤0.01% | 746 |
|
|
2015
Q4 | $25K | Hold |
530
| – | – | ﹤0.01% | 776 |
|
|
2015
Q3 | $24K | Hold |
530
| – | – | ﹤0.01% | 808 |
|
|
2015
Q2 | $27K | Buy |
530
+330
| +165% | +$16.8K | ﹤0.01% | 811 |
|
|
2015
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 999 |
|