SWM
Sculati Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-16,811
| Closed | -$675K | – | 112 |
|
|
2022
Q3 | $675K | Hold |
16,811
| – | – | 0.4% | 71 |
|
|
2022
Q2 | $764K | Sell |
16,811
-105
| -0.6% | -$4.77K | 0.44% | 69 |
|
|
2022
Q1 | $892K | Hold |
16,916
| – | – | 0.44% | 69 |
|
|
2021
Q4 | $915K | Buy |
16,916
+287
| +2% | +$15.5K | 0.44% | 70 |
|
|
2021
Q3 | $879K | Hold |
16,629
| – | – | 0.47% | 64 |
|
|
2021
Q2 | $906K | Hold |
16,629
| – | – | 0.48% | 62 |
|
|
2021
Q1 | $874K | Buy |
16,629
+19
| +0.1% | +$999 | 0.5% | 57 |
|
|
2020
Q4 | $841K | Hold |
16,610
| – | – | 0.55% | 49 |
|
|
2020
Q3 | $755K | Buy |
16,610
+130
| +0.8% | +$5.91K | 0.57% | 47 |
|
|
2020
Q2 | $730K | Buy |
16,480
+419
| +3% | +$18.6K | 0.62% | 48 |
|
|
2020
Q1 | $634K | Buy |
16,061
+3,275
| +26% | +$129K | 0.7% | 45 |
|
|
2019
Q4 | $684K | Buy |
+12,786
| New | +$684K | 0.61% | 51 |
|