Advisornet Financial’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-56
| Closed | -$2K | – | 1779 |
|
|
2020
Q1 | $2K | Sell |
56
-880
| -94% | -$31.4K | ﹤0.01% | 1553 |
|
|
2019
Q4 | $61K | Hold |
936
| – | – | 0.01% | 826 |
|
|
2019
Q3 | $52K | Hold |
936
| – | – | ﹤0.01% | 884 |
|
|
2019
Q2 | $55K | Sell |
936
-14
| -1% | -$823 | 0.01% | 776 |
|
|
2019
Q1 | $56K | Hold |
950
| – | – | 0.01% | 703 |
|
|
2018
Q4 | $51K | Sell |
950
-1,297
| -58% | -$69.6K | 0.01% | 683 |
|
|
2018
Q3 | $142K | Buy |
2,247
+80
| +4% | +$5.06K | 0.02% | 475 |
|
|
2018
Q2 | $141K | Buy |
2,167
+350
| +19% | +$22.8K | 0.02% | 458 |
|
|
2018
Q1 | $127K | Buy |
1,817
+655
| +56% | +$45.8K | 0.02% | 479 |
|
|
2017
Q4 | $82K | Buy |
+1,162
| New | +$82K | 0.01% | 526 |
|