IAG Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,445
| Closed | -$77K | – | 408 |
|
|
2021
Q3 | $77K | Hold |
1,445
| – | – | 0.03% | 94 |
|
|
2021
Q2 | $79K | Hold |
1,445
| – | – | 0.03% | 90 |
|
|
2021
Q1 | $76K | Hold |
1,445
| – | – | 0.03% | 86 |
|
|
2020
Q4 | $74K | Hold |
1,445
| – | – | 0.03% | 87 |
|
|
2020
Q3 | $66K | Hold |
1,445
| – | – | 0.03% | 89 |
|
|
2020
Q2 | $64K | Buy |
+1,445
| New | +$64K | 0.03% | 89 |
|