Patriot Financial Group Insurance Agency’s WisdomTree International Multifactor Fund DWMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-603
| Closed | -$14K | – | 818 |
|
|
2022
Q2 | $14K | Buy |
603
+1
| +0.2% | +$23 | ﹤0.01% | 1129 |
|
|
2022
Q1 | $15K | Hold |
602
| – | – | ﹤0.01% | 1200 |
|
|
2021
Q4 | $16K | Hold |
602
| – | – | ﹤0.01% | 1303 |
|
|
2021
Q3 | $16K | Buy |
602
+39
| +7% | +$1.04K | ﹤0.01% | 1301 |
|
|
2021
Q2 | $15K | Sell |
563
-895
| -61% | -$23.8K | ﹤0.01% | 1291 |
|
|
2021
Q1 | $37K | Sell |
1,458
-4,053
| -74% | -$103K | 0.01% | 874 |
|
|
2020
Q4 | $136K | Sell |
5,511
-712
| -11% | -$17.6K | 0.03% | 423 |
|
|
2020
Q3 | $149K | Buy |
6,223
+575
| +10% | +$13.8K | 0.05% | 322 |
|
|
2020
Q2 | $131K | Sell |
5,648
-451
| -7% | -$10.5K | 0.05% | 296 |
|
|
2020
Q1 | $128K | Buy |
6,099
+5,842
| +2,273% | +$123K | 0.06% | 283 |
|
|
2019
Q4 | $7K | Buy |
+257
| New | +$7K | ﹤0.01% | 906 |
|