Truvestments Capital’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-809
| Closed | -$44K | – | 626 |
|
2021
Q2 | $44K | Buy |
809
+10
| +1% | +$544 | 0.02% | 257 |
|
2021
Q1 | $42K | Buy |
799
+4
| +0.5% | +$210 | 0.02% | 303 |
|
2020
Q4 | $40K | Buy |
+795
| New | +$40K | 0.03% | 287 |
|
2020
Q3 | – | Sell |
-783
| Closed | -$34K | – | 383 |
|
2020
Q2 | $34K | Sell |
783
-2,172
| -74% | -$94.3K | 0.03% | 246 |
|
2020
Q1 | $116K | Buy |
+2,955
| New | +$116K | 0.15% | 116 |
|