Perigon Wealth Management’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
Q1 | – | Sell |
-1,668
| Closed | -$84K | – | 629 |
|
|
2020
Q4 | $84K | Buy |
+1,668
| New | +$84K | 0.01% | 587 |
|
|
2018
Q2 | – | Sell |
-1,668
| Closed | -$92K | – | 331 |
|
|
2018
Q1 | $92K | Hold |
1,668
| – | – | 0.03% | 236 |
|
|
2017
Q4 | $93K | Hold |
1,668
| – | – | 0.03% | 211 |
|
|
2017
Q3 | $91K | Hold |
1,668
| – | – | 0.03% | 264 |
|
|
2017
Q2 | $87K | Hold |
1,668
| – | – | 0.02% | 317 |
|
|
2017
Q1 | $83K | Hold |
1,668
| – | – | 0.02% | 321 |
|
|
2016
Q4 | $82K | Hold |
1,668
| – | – | 0.02% | 304 |
|
|
2016
Q3 | $79K | Hold |
1,668
| – | – | 0.02% | 261 |
|
|
2016
Q2 | $75K | Buy |
+1,668
| New | +$75K | 0.02% | 251 |
|