Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $23K | Hold |
|
|||||
|
2021
Q4 | $24K | Hold |
|
|||||
|
2021
Q3 | $23K | Sell |
|
|||||
|
2021
Q2 | $40K | Hold |
|
|||||
|
2021
Q1 | $39K | Hold |
|
|||||
|
2020
Q4 | $37K | Hold |
|
|||||
|
2020
Q3 | $34K | Hold |
|
|||||
|
2020
Q2 | $33K | Hold |
|
|||||
|
2020
Q1 | $29K | Sell |
|
|||||
|
2019
Q4 | $61K | Hold |
|
|||||
|
2019
Q3 | $57K | Hold |
|
|||||
|
2019
Q2 | $58K | Hold |
|
|||||
|
2019
Q1 | $58K | Sell |
|
|||||
|
2018
Q4 | $66K | Sell |
|
|||||
|
2018
Q3 | $130K | Sell |
|
|||||
|
2018
Q2 | $221K | Sell |
|
|||||
|
2018
Q1 | $337K | Buy |
|
|||||
|
2017
Q4 | $72K | Buy |
|