SPW
Sonoma Private Wealth’s Democracy International Fund DMCY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
17,076
-4,001
| -19% | -$114K | 0.6% | 44 |
|
|
2025
Q1 | $546K | Sell |
21,077
-803
| -4% | -$20.8K | 0.76% | 41 |
|
|
2024
Q4 | $542K | Buy |
21,880
+5,221
| +31% | +$129K | 0.87% | 41 |
|
|
2024
Q3 | $453K | Buy |
16,659
+1,045
| +7% | +$28.4K | 0.71% | 52 |
|
|
2024
Q2 | $398K | Buy |
15,614
+539
| +4% | +$13.8K | 0.65% | 53 |
|
|
2024
Q1 | $388K | Buy |
+15,075
| New | +$388K | 0.62% | 59 |
|