Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-111
| Closed | -$5K | – | 854 |
|
|
2020
Q2 | $5K | Hold |
111
| – | – | ﹤0.01% | 698 |
|
|
2020
Q1 | $4K | Hold |
111
| – | – | ﹤0.01% | 710 |
|
|
2019
Q4 | $6K | Hold |
111
| – | – | ﹤0.01% | 705 |
|
|
2019
Q3 | $6K | Hold |
111
| – | – | ﹤0.01% | 712 |
|
|
2019
Q2 | $6K | Buy |
+111
| New | +$6K | ﹤0.01% | 742 |
|