AA
Apriem Advisors’s WisdomTree International LargeCap Dividend Fund DOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-400
| Closed | -$18K | – | 239 |
|
|
2017
Q1 | $18K | Hold |
400
| – | – | ﹤0.01% | 357 |
|
|
2016
Q4 | $17K | Hold |
400
| – | – | 0.01% | 375 |
|
|
2016
Q3 | $17K | Hold |
400
| – | – | 0.01% | 347 |
|
|
2016
Q2 | $17K | Sell |
400
-200
| -33% | -$8.5K | 0.01% | 358 |
|
|
2016
Q1 | $25K | Sell |
600
-780
| -57% | -$32.5K | 0.01% | 280 |
|
|
2015
Q4 | $60K | Hold |
1,380
| – | – | 0.02% | 188 |
|
|
2015
Q3 | $59K | Sell |
1,380
-47,480
| -97% | -$2.03M | 0.02% | 183 |
|
|
2015
Q2 | $2.33M | Buy |
+48,860
| New | +$2.33M | 0.8% | 40 |
|