Greylin Investment Management’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $232K | Hold |
|
|||||
|
2024
Q1 | $237K | Hold |
|
|||||
|
2023
Q4 | $227K | Hold |
|
|||||
|
2023
Q3 | $209K | Hold |
|
|||||
|
2023
Q2 | $216K | Hold |
|
|||||
|
2023
Q1 | $215K | Hold |
|
|||||
|
2022
Q4 | $203K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $228K | Hold |
|
|||||
|
2021
Q4 | $234K | Hold |
|
|||||
|
2021
Q3 | $228K | Hold |
|
|||||
|
2021
Q2 | $235K | Hold |
|
|||||
|
2021
Q1 | $227K | Hold |
|
|||||
|
2020
Q4 | $219K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $231K | Hold |
|
|||||
|
2019
Q3 | $215K | Hold |
|
|||||
|
2019
Q2 | $220K | Hold |
|
|||||
|
2019
Q1 | $219K | Hold |
|
|||||
|
2018
Q4 | $201K | Hold |
|
|||||
|
2018
Q3 | $229K | Hold |
|
|||||
|
2018
Q2 | $228K | Hold |
|
|||||
|
2018
Q1 | $237K | Hold |
|
|||||
|
2017
Q4 | $241K | Hold |
|
|||||
|
2017
Q3 | $235K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $215K | Hold |
|
|||||
|
2016
Q4 | $200K | Hold |
|
|||||
|
2016
Q3 | $203K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $201K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $220K | Hold |
|
|||||
|
2015
Q1 | $214K | Hold |
|
|||||
|
2014
Q4 | $214K | Hold |
|
|||||
|
2014
Q3 | $226K | Buy |
|