Money Concepts Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,345
| Closed | -$110K | – | 1118 |
|
|
2022
Q4 | $110K | Buy |
2,345
+178
| +8% | +$8.37K | ﹤0.01% | 927 |
|
|
2022
Q3 | $87K | Buy |
2,167
+176
| +9% | +$7.07K | 0.01% | 597 |
|
|
2022
Q2 | $90K | Sell |
1,991
-158
| -7% | -$7.14K | 0.01% | 587 |
|
|
2022
Q1 | $113K | Sell |
2,149
-594
| -22% | -$31.2K | 0.01% | 941 |
|
|
2021
Q4 | $148K | Buy |
+2,743
| New | +$148K | 0.01% | 514 |
|
|
2021
Q1 | $153K | Buy |
2,915
+2
| +0.1% | +$105 | 0.01% | 486 |
|
|
2020
Q4 | $147K | Buy |
+2,913
| New | +$147K | 0.01% | 441 |
|