Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-106
| Closed | -$6K | – | 337 |
|
|
2018
Q3 | $6K | Buy |
106
+1
| +1% | +$57 | ﹤0.01% | 317 |
|
|
2018
Q2 | $6K | Buy |
105
+2
| +2% | +$114 | ﹤0.01% | 307 |
|
|
2018
Q1 | $6K | Hold |
103
| – | – | ﹤0.01% | 322 |
|
|
2017
Q4 | $6K | Buy |
103
+1
| +1% | +$58 | ﹤0.01% | 313 |
|
|
2017
Q3 | $6K | Hold |
102
| – | – | ﹤0.01% | 313 |
|
|
2017
Q2 | $5K | Buy |
+102
| New | +$5K | ﹤0.01% | 306 |
|