Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-925
| Closed | -$48K | – | 936 |
|
|
2014
Q3 | $48K | Sell |
925
-3,531
| -79% | -$183K | 0.01% | 418 |
|
|
2014
Q2 | $249K | Buy |
4,456
+2,023
| +83% | +$113K | 0.09% | 182 |
|
|
2014
Q1 | $133K | Buy |
2,433
+1,190
| +96% | +$65.1K | 0.06% | 234 |
|
|
2013
Q4 | $68K | Buy |
1,243
+518
| +71% | +$28.3K | 0.04% | 252 |
|
|
2013
Q3 | $37K | Hold |
725
| – | – | 0.02% | 347 |
|
|
2013
Q2 | $33K | Buy |
+725
| New | +$33K | 0.02% | 354 |
|