SWM
SVA Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,257
| Closed | -$216K | – | 208 |
|
|
2019
Q1 | $216K | Buy |
+4,257
| New | +$216K | 0.02% | 199 |
|
|
2018
Q4 | – | Sell |
-4,257
| Closed | -$226K | – | 209 |
|
|
2018
Q3 | $226K | Hold |
4,257
| – | – | 0.02% | 203 |
|
|
2018
Q2 | $225K | Hold |
4,257
| – | – | 0.02% | 199 |
|
|
2018
Q1 | $232K | Hold |
4,257
| – | – | 0.03% | 194 |
|
|
2017
Q4 | $237K | Hold |
4,257
| – | – | 0.03% | 190 |
|
|
2017
Q3 | $232K | Sell |
4,257
-248
| -6% | -$13.5K | 0.03% | 194 |
|
|
2017
Q2 | $234K | Sell |
4,505
-652
| -13% | -$33.9K | 0.03% | 188 |
|
|
2017
Q1 | $256K | Sell |
5,157
-5,315
| -51% | -$264K | 0.03% | 174 |
|
|
2016
Q4 | $486K | Hold |
10,472
| – | – | 0.07% | 140 |
|
|
2016
Q3 | $493K | Hold |
10,472
| – | – | 0.08% | 134 |
|
|
2016
Q2 | $469K | Sell |
10,472
-340
| -3% | -$15.2K | 0.08% | 143 |
|
|
2016
Q1 | $495K | Sell |
10,812
-6,623
| -38% | -$303K | 0.08% | 142 |
|
|
2015
Q4 | $812K | Buy |
+17,435
| New | +$812K | 0.14% | 126 |
|