Optimum Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-700
| Closed | -$37K | – | 915 |
|
|
2021
Q1 | $37K | Hold |
700
| – | – | 0.01% | 560 |
|
|
2020
Q4 | $35K | Hold |
700
| – | – | 0.01% | 536 |
|
|
2020
Q3 | $32K | Hold |
700
| – | – | 0.01% | 516 |
|
|
2020
Q2 | $31K | Hold |
700
| – | – | 0.01% | 525 |
|
|
2020
Q1 | $28K | Hold |
700
| – | – | 0.01% | 507 |
|
|
2019
Q4 | $37K | Hold |
700
| – | – | 0.01% | 571 |
|
|
2019
Q3 | $35K | Hold |
700
| – | – | 0.01% | 573 |
|
|
2019
Q2 | $36K | Hold |
700
| – | – | 0.01% | 570 |
|
|
2019
Q1 | $35K | Hold |
700
| – | – | 0.01% | 589 |
|
|
2018
Q4 | $33K | Hold |
700
| – | – | 0.01% | 543 |
|
|
2018
Q3 | $37K | Hold |
700
| – | – | 0.01% | 598 |
|
|
2018
Q2 | $37K | Hold |
700
| – | – | 0.01% | 593 |
|
|
2018
Q1 | $38K | Buy |
+700
| New | +$38K | 0.01% | 577 |
|
|
2014
Q1 | – | Sell |
-35
| Closed | -$2K | – | 752 |
|
|
2013
Q4 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 721 |
|