ICA Group Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $11.3K | Sell |
211
-1,354
| -87% | -$72.7K | 0.01% | 459 |
|
|
2024
Q1 | $85.8K | Buy |
1,565
+211
| +16% | +$11.6K | 0.02% | 435 |
|
|
2023
Q4 | $71.1K | Buy |
+1,354
| New | +$71.1K | 0.02% | 436 |
|
|
2023
Q3 | – | Sell |
-1,354
| Closed | -$67.7K | – | 466 |
|
|
2023
Q2 | $67.7K | Hold |
1,354
| – | – | 0.02% | 423 |
|
|
2023
Q1 | $67.3K | Hold |
1,354
| – | – | 0.02% | 417 |
|
|
2022
Q4 | $63.7K | Buy |
+1,354
| New | +$63.7K | 0.02% | 458 |
|