Ahrens Investment Partners’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $17.1K | Buy |
+600
| New | +$17.1K | 0.01% | 498 |
|
|
2022
Q3 | – | Sell |
-600
| Closed | -$17K | – | 335 |
|
|
2022
Q2 | $17K | Hold |
600
| – | – | 0.01% | 527 |
|
|
2022
Q1 | $19K | Hold |
600
| – | – | 0.01% | 587 |
|
|
2021
Q4 | $20K | Buy |
+600
| New | +$20K | 0.01% | 576 |
|
|
2017
Q3 | – | Sell |
-7,623
| Closed | -$204K | – | 162 |
|
|
2017
Q2 | $204K | Sell |
7,623
-600
| -7% | -$16.1K | 0.09% | 142 |
|
|
2017
Q1 | $221K | Sell |
8,223
-162
| -2% | -$4.35K | 0.11% | 116 |
|
|
2016
Q4 | $231K | Buy |
+8,385
| New | +$231K | 0.12% | 109 |
|