Aspire Wealth Management’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 | – | Sell |
-153
| Closed | -$4.34K | – | 190 |
|
|
2022
Q4 | $4.34K | Sell |
153
-1,130
| -88% | -$32.1K | ﹤0.01% | 175 |
|
|
2022
Q3 | $33K | Buy |
1,283
+11
| +0.9% | +$283 | 0.03% | 120 |
|
|
2022
Q2 | $36K | Buy |
1,272
+8
| +0.6% | +$226 | 0.03% | 126 |
|
|
2022
Q1 | $40K | Sell |
1,264
-301
| -19% | -$9.53K | 0.03% | 127 |
|
|
2021
Q4 | $51K | Buy |
+1,565
| New | +$51K | 0.04% | 121 |
|