Apollon Wealth Management’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-62
| Closed | -$2K | – | 287 |
|
2020
Q2 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 628 |
|
2020
Q1 | – | Sell |
-15,586
| Closed | -$522K | – | 64 |
|
2019
Q4 | $522K | Sell |
15,586
-298
| -2% | -$9.98K | 0.46% | 35 |
|
2019
Q3 | $462K | Sell |
15,884
-34
| -0.2% | -$989 | 0.48% | 34 |
|
2019
Q2 | $458K | Sell |
15,918
-230
| -1% | -$6.62K | 0.53% | 31 |
|
2019
Q1 | $451K | Buy |
+16,148
| New | +$451K | 0.59% | 30 |
|