Intercontinental Wealth Advisors’s WisdomTree European Opportunities Fund OPPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.42M | Hold |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.24M | Hold |
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|
2022
Q2 | $1.4M | Hold |
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|
2022
Q1 | $1.57M | Hold |
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|
2021
Q4 | $1.68M | Hold |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.62M | Sell |
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|
2021
Q1 | $1.61M | Hold |
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|
2020
Q4 | $1.46M | Buy |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $888K | Buy |
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|
2019
Q4 | $277K | Sell |
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|
2019
Q3 | $318K | Hold |
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|
2019
Q2 | $316K | Hold |
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|
2019
Q1 | $316K | Sell |
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|
2018
Q4 | $285K | Sell |
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|
2018
Q3 | $524K | Hold |
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|
2018
Q2 | $520K | Sell |
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|
2018
Q1 | $556K | Buy |
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|
2017
Q4 | $553K | Buy |
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|
2017
Q3 | $516K | Buy |
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|
2017
Q2 | $448K | Buy |
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