Valeo Financial Advisors’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
Q2 | – | Sell |
-156
| Closed | -$8K | – | 781 |
|
|
2021
Q1 | $8K | Hold |
156
| – | – | ﹤0.01% | 1330 |
|
|
2020
Q4 | $8K | Hold |
156
| – | – | ﹤0.01% | 1217 |
|
|
2020
Q3 | $7K | Sell |
156
-700
| -82% | -$31.4K | ﹤0.01% | 1120 |
|
|
2020
Q2 | $38K | Hold |
856
| – | – | ﹤0.01% | 783 |
|
|
2020
Q1 | $35K | Sell |
856
-90
| -10% | -$3.68K | ﹤0.01% | 690 |
|
|
2019
Q4 | $51K | Hold |
946
| – | – | 0.01% | 630 |
|
|
2019
Q3 | $47K | Hold |
946
| – | – | 0.01% | 617 |
|
|
2019
Q2 | $48K | Hold |
946
| – | – | 0.01% | 611 |
|
|
2019
Q1 | $48K | Hold |
946
| – | – | 0.01% | 559 |
|
|
2018
Q4 | $44K | Hold |
946
| – | – | 0.01% | 520 |
|
|
2018
Q3 | $47K | Hold |
946
| – | – | 0.01% | 553 |
|
|
2018
Q2 | $50K | Buy |
946
+246
| +35% | +$13K | 0.01% | 540 |
|
|
2018
Q1 | $38K | Buy |
+700
| New | +$38K | 0.01% | 544 |
|