JP Morgan Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $320K | Buy |
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|
2023
Q1 | $315K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $502K | Buy |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $663K | Buy |
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|
2021
Q4 | $679K | Buy |
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|
2021
Q3 | $302K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $304K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $372K | Buy |
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