MLA
My Legacy Advisors’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,188
| Closed | -$1.22M | – | 204 |
|
|
2022
Q4 | $1.22M | Sell |
24,188
-3,961
| -14% | -$199K | 0.52% | 56 |
|
|
2022
Q3 | $1.13M | Buy |
28,149
+8,062
| +40% | +$323K | 0.57% | 47 |
|
|
2022
Q2 | $889K | Buy |
20,087
+11,611
| +137% | +$514K | 0.44% | 72 |
|
|
2022
Q1 | $447K | Buy |
+8,476
| New | +$447K | 0.21% | 138 |
|