TCPWM
Traverso Chambers Private Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-15,796
| Closed | -$624K | – | 102 |
|
|
2020
Q1 | $624K | Buy |
15,796
+775
| +5% | +$30.6K | 0.29% | 45 |
|
|
2019
Q4 | $803K | Buy |
15,021
+2,108
| +16% | +$113K | 0.34% | 42 |
|
|
2019
Q3 | $642K | Sell |
12,913
-157
| -1% | -$7.81K | 0.31% | 46 |
|
|
2019
Q2 | $671K | Buy |
13,070
+9
| +0.1% | +$462 | 0.33% | 42 |
|
|
2019
Q1 | $661K | Sell |
13,061
-52
| -0.4% | -$2.63K | 0.32% | 44 |
|
|
2018
Q4 | $611K | Buy |
+13,113
| New | +$611K | 0.33% | 44 |
|