Winslow Evans & Crocker’s WisdomTree International Equity Fund DWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $68K | Buy |
1,350
+950
| +238% | +$47.9K | 0.01% | 526 |
|
2020
Q3 | $18K | Hold |
400
| – | – | ﹤0.01% | 639 |
|
2020
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 628 |
|
2020
Q1 | $16K | Sell |
400
-310
| -44% | -$12.4K | 0.01% | 605 |
|
2019
Q4 | $38K | Hold |
710
| – | – | 0.01% | 546 |
|
2019
Q3 | $36K | Sell |
710
-240
| -25% | -$12.2K | 0.01% | 553 |
|
2019
Q2 | $50K | Hold |
950
| – | – | 0.01% | 505 |
|
2019
Q1 | $50K | Buy |
950
+684
| +257% | +$36K | 0.01% | 488 |
|
2018
Q4 | $14K | Buy |
+266
| New | +$14K | ﹤0.01% | 691 |
|