Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,246
| Closed | -$57K | – | 817 |
|
|
2022
Q2 | $57K | Buy |
1,246
+1,014
| +437% | +$46.4K | 0.01% | 689 |
|
|
2022
Q1 | $12K | Sell |
232
-748
| -76% | -$38.7K | ﹤0.01% | 1280 |
|
|
2021
Q4 | $53K | Buy |
980
+748
| +322% | +$40.5K | 0.01% | 836 |
|
|
2021
Q3 | $12K | Hold |
232
| – | – | ﹤0.01% | 1390 |
|
|
2021
Q2 | $13K | Hold |
232
| – | – | ﹤0.01% | 1339 |
|
|
2021
Q1 | $12K | Hold |
232
| – | – | ﹤0.01% | 1288 |
|
|
2020
Q4 | $12K | Hold |
232
| – | – | ﹤0.01% | 1151 |
|
|
2020
Q3 | $11K | Hold |
232
| – | – | ﹤0.01% | 995 |
|
|
2020
Q2 | $10K | Sell |
232
-53
| -19% | -$2.28K | ﹤0.01% | 975 |
|
|
2020
Q1 | $11K | Buy |
+285
| New | +$11K | 0.01% | 824 |
|
|
2019
Q4 | – | Sell |
-91
| Closed | -$5K | – | 1347 |
|
|
2019
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 933 |
|
|
2019
Q2 | $5K | Hold |
91
| – | – | ﹤0.01% | 934 |
|
|
2019
Q1 | $5K | Hold |
91
| – | – | ﹤0.01% | 839 |
|
|
2018
Q4 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 749 |
|