MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,871
| Closed | -$100K | – | 115 |
|
|
2019
Q4 | $100K | Hold |
1,871
| – | – | 0.01% | 355 |
|
|
2019
Q3 | $93K | Hold |
1,871
| – | – | 0.01% | 329 |
|
|
2019
Q2 | $95K | Buy |
+1,871
| New | +$95K | 0.01% | 312 |
|
|
2018
Q4 | – | Sell |
-5,224
| Closed | -$278K | – | 292 |
|
|
2018
Q3 | $278K | Hold |
5,224
| – | – | 0.03% | 229 |
|
|
2018
Q2 | $276K | Buy |
+5,224
| New | +$276K | 0.03% | 224 |
|