Advisornet Financial’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-20
| Closed | -$1K | – | 1731 |
|
|
2020
Q2 | $1K | Sell |
20
-125
| -86% | -$6.25K | ﹤0.01% | 1642 |
|
|
2020
Q1 | $8K | Hold |
145
| – | – | ﹤0.01% | 1306 |
|
|
2019
Q4 | $11K | Hold |
145
| – | – | ﹤0.01% | 1354 |
|
|
2019
Q3 | $10K | Hold |
145
| – | – | ﹤0.01% | 1362 |
|
|
2019
Q2 | $10K | Buy |
145
+20
| +16% | +$1.38K | ﹤0.01% | 1222 |
|
|
2019
Q1 | $9K | Hold |
125
| – | – | ﹤0.01% | 1196 |
|
|
2018
Q4 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 1129 |
|
|
2018
Q2 | – | Sell |
-1,782
| Closed | -$145K | – | 1583 |
|
|
2018
Q1 | $145K | Hold |
1,782
| – | – | 0.02% | 457 |
|
|
2017
Q4 | $143K | Buy |
+1,782
| New | +$143K | 0.02% | 407 |
|