Sonoma Private Wealth’s Democracy International Fund DMCY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-16,149
| Closed | -$501K | – | 70 |
|
|
2025
Q4 | $501K | Buy |
16,149
+482
| +3% | +$14.7K | 0.6% | 40 |
|
|
2025
Q3 | $470K | Sell |
15,667
-1,409
| -8% | -$41K | 0.56% | 42 |
|
|
2025
Q2 | $486K | Sell |
17,076
-4,001
| -19% | -$108K | 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% | +$136K | 0.87% | 41 |
|
|
2024
Q3 | $453K | Buy |
16,659
+1,045
| +7% | +$27.4K | 0.71% | 52 |
|
|
2024
Q2 | $398K | Buy |
15,614
+539
| +4% | +$13.8K | 0.65% | 53 |
|
|
2024
Q1 | $388K | Buy |
+15,075
| New | +$374K | 0.62% | 59 |
|