Avior Wealth Management’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
Q1 | – | Sell |
-250
| Closed | -$18K | – | 796 |
|
2019
Q4 | $18K | Hold |
250
| – | – | ﹤0.01% | 538 |
|
2019
Q3 | $17K | Hold |
250
| – | – | ﹤0.01% | 540 |
|
2019
Q2 | $17K | Buy |
+250
| New | +$17K | ﹤0.01% | 546 |
|
2019
Q1 | – | Sell |
-380
| Closed | -$24K | – | 662 |
|
2018
Q4 | $24K | Buy |
+380
| New | +$24K | 0.01% | 510 |
|