TAM
Townsend Asset Management’s WisdomTree International Equity Fund DWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-2,956
| Closed | -$134K | – | 178 |
|
2020
Q3 | $134K | Buy |
2,956
+24
| +0.8% | +$1.09K | 0.11% | 132 |
|
2020
Q2 | $130K | Sell |
2,932
-321
| -10% | -$14.2K | 0.1% | 135 |
|
2020
Q1 | $128K | Buy |
3,253
+16
| +0.5% | +$630 | 0.13% | 123 |
|
2019
Q4 | $173K | Buy |
+3,237
| New | +$173K | 0.14% | 139 |
|