Tarbox Family Office’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-109
| Closed | -$5K | – | 547 |
|
2015
Q3 | $5K | Hold |
109
| – | – | ﹤0.01% | 314 |
|
2015
Q2 | $6K | Hold |
109
| – | – | 0.01% | 287 |
|
2015
Q1 | $6K | Hold |
109
| – | – | 0.01% | 298 |
|
2014
Q4 | $5K | Hold |
109
| – | – | ﹤0.01% | 312 |
|
2014
Q3 | $6K | Hold |
109
| – | – | 0.01% | 298 |
|
2014
Q2 | $6K | Buy |
+109
| New | +$6K | 0.01% | 289 |
|