Accel Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-153
| Closed | -$6.99K | – | 333 |
|
|
2023
Q1 | $6.99K | Hold |
153
| – | – | ﹤0.01% | 966 |
|
|
2022
Q4 | $6.71K | Buy |
153
+1
| +0.7% | +$44 | ﹤0.01% | 780 |
|
|
2022
Q3 | $6K | Buy |
152
+4
| +3% | +$158 | ﹤0.01% | 813 |
|
|
2022
Q2 | $6K | Buy |
148
+3
| +2% | +$122 | ﹤0.01% | 780 |
|
|
2022
Q1 | $8K | Sell |
145
-64
| -31% | -$3.53K | ﹤0.01% | 735 |
|
|
2021
Q4 | $11K | Buy |
+209
| New | +$11K | 0.01% | 692 |
|
|
2021
Q3 | – | Sell |
-204
| Closed | -$11K | – | 835 |
|
|
2021
Q2 | $11K | Buy |
204
+3
| +1% | +$162 | 0.01% | 671 |
|
|
2021
Q1 | $10K | Hold |
201
| – | – | 0.01% | 649 |
|
|
2020
Q4 | $10K | Buy |
+201
| New | +$10K | 0.01% | 611 |
|